Integrated Wealth Management, Inc.
Firm details
- Headquarters
- Uniontown, Ohio
- CRD number
- 141092
- Registered since
- October 11, 2023
- Website
- iwmgameplan.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals53.86%
- HNWI45.58%
- Pension & Profit Sharing Plans0.29%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Integrated Wealth Management, Inc. is an independent registered investment adviser, organized as a corporation and SEC-registered in 2023. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that uses fee models including a percentage of assets under management, fixed fees and other fee arrangements. Core advisory activities include financial planning, discretionary portfolio management for individuals and small businesses, selecting third-party advisers, and running educational seminars and workshops. The firm is not an active ESG investor and reports an industry affiliation with an insurance company, which aligns with its use of insurance-linked products.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities41%
- Cash & Cash Equivalents11%
- US Government Bonds1%
Owners & executives
1 of 1
Tracy Williams
Chief Operating OfficerCRD 7992919
Contacts
3 of 6
Brandon Oing
Investment Advisor RepresentativeCRD 6134484
Kailey Bonniwell
Investment Adviser RepresentativeCRD 7544812
Benjamin Grosko
PartnerCRD 5653871
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$92.6M in ETFs
25%
$23.5M
37%
$69.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $8.1M | 91,906 | 8.73% |
Location
Uniontown, OH
Summit
Location
Uniontown, OH
Headquartered in Uniontown, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 1790 Town Park Blvd
- Time zone
- ET (UTC-5)
- Office locations
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