RIA Intel›Advisers›Ohio›INTEGRATED WEALTH MANAGEMENT, INC.

INTEGRATED WEALTH MANAGEMENT, INC.

Advisory

N·UNIONTOWN, OH

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM

$254M

1-Year AUM Growth

+8.3%

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$254M

Discretionary AUM$245M

Non-Discretionary AUM$9M

Discretionary %96.3%

Total Clients475

Team

Total Employees6

Investment Advisers10

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record10

First FilingSep 8, 2023

Latest FilingMar 16, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INTEGRATED WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.