INTEGRATED WEALTH MANAGEMENT, INC.
CRD #106335 SEC #801-50509 PALM DESERT, CA 866-888-6563
SEC Registered Disclosures
Total AUM
$1.2B
Discretionary
$783.8M
Employees
27
Clients
51
Accounts
3,639
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2017 | $1.2B | $783.8M | $421.9M | 27 | 1,100 |
| Jul 2017 | $1.2B | $783.8M | $421.9M | 27 | 1,100 |
| Jun 2017 | $1.2B | $783.8M | $421.9M | 27 | 1,100 |
| Jun 2017 | $1.2B | $783.8M | $421.9M | 27 | 1,100 |
| Mar 2017 | $1.2B | $783.8M | $421.9M | 29 | 1,100 |
| Mar 2017 | $1.2B | $783.8M | $421.9M | 29 | 1,100 |
| Nov 2016 | $1.2B | $724.1M | $453.5M | 29 | 1,100 |
| Oct 2016 | $1.2B | $724.1M | $453.5M | 29 | 1,100 |
| Sep 2016 | $1.2B | $724.1M | $453.5M | 29 | 1,100 |
| Jul 2016 | $1.2B | $724.1M | $453.5M | 29 | 1,100 |
| Mar 2016 | $1.2B | $724.1M | $453.5M | 29 | 1,100 |
| Oct 2015 | $1.2B | $688.8M | $496.8M | 32 | 1,000 |
| Oct 2015 | $1.2B | $688.8M | $496.8M | 32 | 1,000 |
| Sep 2015 | $1.2B | $688.8M | $496.8M | 32 | 1,000 |
| Sep 2015 | $1.2B | $688.8M | $496.8M | 32 | 1,000 |
| May 2015 | $1.2B | $688.8M | $496.8M | 32 | 1,000 |
| Mar 2015 | $1.2B | $688.8M | $496.8M | 32 | 1,000 |
| Feb 2015 | $1.2B | $688.8M | $496.8M | 32 | 1,000 |
| Nov 2014 | $623.2M | $357.4M | $265.8M | 31 | 700 |
| Sep 2014 | $623.2M | $357.4M | $265.8M | 31 | 700 |
| Apr 2014 | $623.2M | $357.4M | $265.8M | 31 | 700 |
| Mar 2014 | $623.2M | $357.4M | $265.8M | 20 | 700 |
| Mar 2014 | $623.2M | $357.4M | $265.8M | 20 | 700 |
| Feb 2014 | $623.2M | $357.4M | $265.8M | 20 | 700 |
| Jan 2014 | $480.1M | $348.6M | $131.5M | 20 | 600 |
| Nov 2013 | $480.1M | $348.6M | $131.5M | 15 | 600 |
| Mar 2013 | $480.1M | $348.6M | $131.5M | 15 | 600 |
| Mar 2012 | $421.4M | $402.2M | $19.2M | 11 | 600 |
| Aug 2011 | $369.2M | $367.8M | $1.4M | -- | -- |
| Jun 2011 | $369.2M | $367.8M | $1.4M | -- | -- |
| May 2011 | $369.2M | $367.8M | $1.4M | -- | -- |
| May 2011 | $369.2M | $367.8M | $1.4M | -- | -- |
| May 2011 | $369.2M | $367.8M | $1.4M | -- | -- |
| Apr 2011 | $369.2M | $367.8M | $1.4M | 10 | -- |
| Mar 2011 | $369.2M | $367.8M | $1.4M | 10 | -- |
| Jan 2010 | $343M | $343M | $0 | -- | -- |
| Feb 2009 | $200M | $200M | $0 | 10 | -- |
| Jan 2008 | $250M | $250M | $0 | 10 | -- |
| Jan 2008 | $250M | $250M | $0 | 10 | -- |
| Oct 2007 | $250M | $250M | $0 | 10 | -- |
| Sep 2007 | $250M | $250M | $0 | 10 | -- |
| Mar 2007 | $200M | $200M | $0 | 5 | -- |
| Mar 2007 | $200M | $200M | $0 | 5 | -- |
| Mar 2006 | $200M | $200M | $0 | 5 | -- |
| Sep 2005 | $121.6M | $121.6M | $0 | 5 | -- |
| Feb 2005 | $74.8M | $74.8M | $0 | 5 | -- |
| Jan 2005 | $120.8M | $120.8M | $0 | 5 | -- |
| Jul 2004 | $100M | $75M | $25M | 5 | -- |
| May 2004 | $100M | $75M | $25M | 5 | -- |
| Apr 2002 | $100M | $75M | $25M | 5 | -- |
DateJul 2017
Total AUM$1.2B
Discretionary$783.8M
Non-Disc.$421.9M
Employees27
Clients1,100
DateJul 2017
Total AUM$1.2B
Discretionary$783.8M
Non-Disc.$421.9M
Employees27
Clients1,100
DateJun 2017
Total AUM$1.2B
Discretionary$783.8M
Non-Disc.$421.9M
Employees27
Clients1,100
DateJun 2017
Total AUM$1.2B
Discretionary$783.8M
Non-Disc.$421.9M
Employees27
Clients1,100
DateMar 2017
Total AUM$1.2B
Discretionary$783.8M
Non-Disc.$421.9M
Employees29
Clients1,100
DateMar 2017
Total AUM$1.2B
Discretionary$783.8M
Non-Disc.$421.9M
Employees29
Clients1,100
DateNov 2016
Total AUM$1.2B
Discretionary$724.1M
Non-Disc.$453.5M
Employees29
Clients1,100
DateOct 2016
Total AUM$1.2B
Discretionary$724.1M
Non-Disc.$453.5M
Employees29
Clients1,100
DateSep 2016
Total AUM$1.2B
Discretionary$724.1M
Non-Disc.$453.5M
Employees29
Clients1,100
DateJul 2016
Total AUM$1.2B
Discretionary$724.1M
Non-Disc.$453.5M
Employees29
Clients1,100
DateMar 2016
Total AUM$1.2B
Discretionary$724.1M
Non-Disc.$453.5M
Employees29
Clients1,100
DateOct 2015
Total AUM$1.2B
Discretionary$688.8M
Non-Disc.$496.8M
Employees32
Clients1,000
DateOct 2015
Total AUM$1.2B
Discretionary$688.8M
Non-Disc.$496.8M
Employees32
Clients1,000
DateSep 2015
Total AUM$1.2B
Discretionary$688.8M
Non-Disc.$496.8M
Employees32
Clients1,000
DateSep 2015
Total AUM$1.2B
Discretionary$688.8M
Non-Disc.$496.8M
Employees32
Clients1,000
DateMay 2015
Total AUM$1.2B
Discretionary$688.8M
Non-Disc.$496.8M
Employees32
Clients1,000
DateMar 2015
Total AUM$1.2B
Discretionary$688.8M
Non-Disc.$496.8M
Employees32
Clients1,000
DateFeb 2015
Total AUM$1.2B
Discretionary$688.8M
Non-Disc.$496.8M
Employees32
Clients1,000
DateNov 2014
Total AUM$623.2M
Discretionary$357.4M
Non-Disc.$265.8M
Employees31
Clients700
DateSep 2014
Total AUM$623.2M
Discretionary$357.4M
Non-Disc.$265.8M
Employees31
Clients700
DateApr 2014
Total AUM$623.2M
Discretionary$357.4M
Non-Disc.$265.8M
Employees31
Clients700
DateMar 2014
Total AUM$623.2M
Discretionary$357.4M
Non-Disc.$265.8M
Employees20
Clients700
DateMar 2014
Total AUM$623.2M
Discretionary$357.4M
Non-Disc.$265.8M
Employees20
Clients700
DateFeb 2014
Total AUM$623.2M
Discretionary$357.4M
Non-Disc.$265.8M
Employees20
Clients700
DateJan 2014
Total AUM$480.1M
Discretionary$348.6M
Non-Disc.$131.5M
Employees20
Clients600
DateNov 2013
Total AUM$480.1M
Discretionary$348.6M
Non-Disc.$131.5M
Employees15
Clients600
DateMar 2013
Total AUM$480.1M
Discretionary$348.6M
Non-Disc.$131.5M
Employees15
Clients600
DateMar 2012
Total AUM$421.4M
Discretionary$402.2M
Non-Disc.$19.2M
Employees11
Clients600
DateAug 2011
Total AUM$369.2M
Discretionary$367.8M
Non-Disc.$1.4M
Employees--
Clients--
DateJun 2011
Total AUM$369.2M
Discretionary$367.8M
Non-Disc.$1.4M
Employees--
Clients--
DateMay 2011
Total AUM$369.2M
Discretionary$367.8M
Non-Disc.$1.4M
Employees--
Clients--
DateMay 2011
Total AUM$369.2M
Discretionary$367.8M
Non-Disc.$1.4M
Employees--
Clients--
DateMay 2011
Total AUM$369.2M
Discretionary$367.8M
Non-Disc.$1.4M
Employees--
Clients--
DateApr 2011
Total AUM$369.2M
Discretionary$367.8M
Non-Disc.$1.4M
Employees10
Clients--
DateMar 2011
Total AUM$369.2M
Discretionary$367.8M
Non-Disc.$1.4M
Employees10
Clients--
DateJan 2010
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$100M
Discretionary$75M
Non-Disc.$25M
Employees5
Clients--
DateMay 2004
Total AUM$100M
Discretionary$75M
Non-Disc.$25M
Employees5
Clients--
DateApr 2002
Total AUM$100M
Discretionary$75M
Non-Disc.$25M
Employees5
Clients--