INTEGRATED WEALTH MANAGEMENT, LLC
CRD #114923 SEC #801-60524 SCOTTSDALE, AZ 480-663-6000
SEC Registered
Total AUM
$274.4M
Discretionary
$274.4M
Employees
9
Clients
251
Accounts
878
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $274.4M | $274.4M | $0 | 9 | 0 |
| Jun 2020 | $262.9M | $262.9M | $0 | 10 | 0 |
| Mar 2020 | $262.9M | $262.9M | $0 | 12 | 0 |
| Mar 2019 | $217.3M | $217.3M | $0 | 12 | 0 |
| May 2018 | $201M | $201M | $0 | 10 | 0 |
| Jan 2018 | $201M | $201M | $0 | 10 | 0 |
| Jun 2017 | $145.8M | $145.8M | $0 | 9 | 300 |
| Jun 2017 | $255.2M | $145.8M | $109.4M | 9 | 300 |
| May 2017 | $255.2M | $145.8M | $109.4M | 9 | 300 |
| Mar 2017 | $271.6M | $145.8M | $125.8M | 8 | 300 |
| Mar 2016 | $237.3M | $90M | $147.2M | 8 | 300 |
| Oct 2015 | $129.3M | $129.3M | $0 | 11 | 300 |
| Mar 2015 | $129.3M | $129.3M | $0 | 11 | 300 |
| Jan 2015 | $123.4M | $123.4M | $0 | 9 | 300 |
| Sep 2014 | $123.4M | $123.4M | $0 | 9 | 300 |
| Mar 2014 | $123.4M | $123.4M | $0 | 9 | 300 |
| Nov 2013 | $116.3M | $116.3M | $0 | 8 | 500 |
| Apr 2013 | $116.3M | $116.3M | $0 | 8 | 500 |
| Mar 2012 | $147.5M | $92.7M | $54.8M | 1 | 200 |
| Mar 2011 | $81.2M | $73.7M | $7.5M | 5 | -- |
| Jul 2010 | $52.4M | $39.4M | $12.9M | 5 | -- |
| Mar 2009 | $36M | $36M | $0 | 5 | -- |
| Mar 2007 | $4.7B | $4.7B | $0 | 5 | -- |
| Feb 2006 | $34.7M | $34.7M | $0 | 5 | -- |
| May 2005 | $31.8M | $31.8M | $0 | 5 | -- |
| Jul 2004 | $33M | $33M | $0 | 5 | -- |
| Dec 2003 | $50.6M | $41M | $9.6M | 10 | -- |
| Dec 2003 | $73.5M | $65M | $8.5M | 10 | -- |
| Nov 2003 | $73.5M | $65M | $8.5M | 10 | -- |
| Mar 2002 | $40M | $26M | $14M | 10 | -- |
| Aug 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2021
Total AUM$274.4M
Discretionary$274.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees12
Clients0
DateMay 2018
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees10
Clients0
DateJan 2018
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees10
Clients0
DateJun 2017
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees9
Clients300
DateJun 2017
Total AUM$255.2M
Discretionary$145.8M
Non-Disc.$109.4M
Employees9
Clients300
DateMay 2017
Total AUM$255.2M
Discretionary$145.8M
Non-Disc.$109.4M
Employees9
Clients300
DateMar 2017
Total AUM$271.6M
Discretionary$145.8M
Non-Disc.$125.8M
Employees8
Clients300
DateMar 2016
Total AUM$237.3M
Discretionary$90M
Non-Disc.$147.2M
Employees8
Clients300
DateOct 2015
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees11
Clients300
DateMar 2015
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees11
Clients300
DateJan 2015
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees9
Clients300
DateSep 2014
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees9
Clients300
DateMar 2014
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees9
Clients300
DateNov 2013
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees8
Clients500
DateApr 2013
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees8
Clients500
DateMar 2012
Total AUM$147.5M
Discretionary$92.7M
Non-Disc.$54.8M
Employees1
Clients200
DateMar 2011
Total AUM$81.2M
Discretionary$73.7M
Non-Disc.$7.5M
Employees5
Clients--
DateJul 2010
Total AUM$52.4M
Discretionary$39.4M
Non-Disc.$12.9M
Employees5
Clients--
DateMar 2009
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$50.6M
Discretionary$41M
Non-Disc.$9.6M
Employees10
Clients--
DateDec 2003
Total AUM$73.5M
Discretionary$65M
Non-Disc.$8.5M
Employees10
Clients--
DateNov 2003
Total AUM$73.5M
Discretionary$65M
Non-Disc.$8.5M
Employees10
Clients--
DateMar 2002
Total AUM$40M
Discretionary$26M
Non-Disc.$14M
Employees10
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--