RIA Intel›Advisers›New Hampshire›INTEGRATED WEALTH MANAGEMENT, LLC

INTEGRATED WEALTH MANAGEMENT, LLC

Advisory

PORTSMOUTH, NH

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in NH

#132

of 141 advisers by AUM

Average account

$377K

across 166 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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