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
Disclosures are self-reported events from Form ADV filings. A disclosure does not necessarily indicate wrongdoing.
No disclosures on file for this firm