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, SEC-registered registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, manager selection services, and educational seminars. Its fee arrangements include percentage-of-AUM and fixed fees, with some engagements categorized as “other.” Integrated Wealth Management is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1Tracy Williams
Chief Operating OfficerCRD 7992919
Contacts
3 of 5Brandon 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 76Active vs passive
$83.1M in ETFs
33%
$27.6M
37%
$55.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $5.4M | 70,802 | 6.52% |
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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