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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 10, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DELANEY, RYAN, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| KOVEN, MARC, EDELMAN | I | DIRECTOR OF ADMINISTRATIVE SERVICES | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| MORA, ERIK, RUDY | I | CHIEF MARKETING OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SANTANA, HEATHER, JOY | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF OPERATING OFFICER & CCO | NA | Control |
| WONG, JOHN, N. | I | CHIEF OPERATING OFFICER & CCO | NA | Control |
| WONG, JOHN, N. | I | CHIEF OPERATING OFFICER & CCO | NA | Control |
| WONG, JOHN, N. | I | CHIEF OPERATING OFFICER & CCO | NA | Control |
| WONG, JOHN, N. | I | CHIEF OPERATING OFFICER & CCO | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF OPERATING OFFICER & CCO | NA | Control |
| WONG, JOHN, N. | I | CHIEF OPERATING OFFICER & CCO | NA | Control |
| WONG, JOHN, N. | I | CHIEF OPERATING OFFICER & CCO | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF OPERATING OFFICER & CCO | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WONG, JOHN, N. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT,CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO & CCO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| CASEY, JAMES, MICHAEL | I | PRESIDENT & CEO | E | Control |
| PISANO, ANTHONY | I | DIRECTOR | E | Control |
| PISANO, ANTHONY | I | DIRECTOR AND CCO | E | Control |
| PISANO, ANTHONY | I | DIRECTOR | E | Control |
| PISANO, ANTHONY | I | DIRECTOR | E | Control |
Registrations
Federal
IA
Jul 10, 2017 REGISTERED
Notice Filings (14)
AK AZ CA CO FL ID IL NM NV NY OR TX UT WA
Address
74245 HIGHWAY 111SUITE 201
PALM DESERT, CA 92260
United States
Phone: 866-888-6563