RIA Intel›Advisers›INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC

INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC

Advisory

N·

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$119M
1-Year AUM Growth
+18.0%
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$119M
Discretionary AUM$103M
Non-Discretionary AUM$16M
Discretionary %86.6%
Total Clients133
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)—
Filing History
Total Filings on Record3
First FilingJun 25, 2024
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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