INTEGRATED WEALTH MANAGEMENT, LLC

Overview

Integrated Wealth Management, LLC is an independent registered investment adviser that focuses on serving individual and family clients, with an advisory emphasis on financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and also operates as an insurance broker, which aligns with its use of annuity products alongside advisory portfolios. Integrated Wealth Management is structured as an owner-operated limited liability company and is not positioned as a capital allocator or pension consultant. The firm does not present itself as an active ESG investor and its service footprint is directed at a single-state client base. Investment activity shows a clear preference for pooled public funds and mutual funds as the primary vehicle for client exposure, rather than relying predominantly on direct-equity or bespoke alternatives. Where alternatives are used, the firm relies on third-party external managers—principally in real estate—rather than acting as a direct allocator itself.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices