INTEGRATED WEALTH MANAGEMENT, INC.
CRD #141092 SEC #801-128851 UNIONTOWN, OH 330-896-1644
SEC Registered
Total AUM
$189.5M
Discretionary
$180.8M
Employees
10
Clients
251
Accounts
1,075
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $189.5M | $180.8M | $8.7M | 10 | 5 |
| Nov 2024 | $139.2M | $139.2M | $0 | 9 | 5 |
| Nov 2024 | $139.2M | $139.2M | $0 | 9 | 5 |
| Nov 2024 | $139.2M | $139.2M | $0 | 9 | 5 |
| Oct 2024 | $139.2M | $139.2M | $0 | 8 | 5 |
| Sep 2024 | $139.2M | $139.2M | $0 | 8 | 5 |
| Aug 2024 | $139.2M | $139.2M | $0 | 8 | 5 |
| Apr 2024 | $139.2M | $139.2M | $0 | 8 | 5 |
| Mar 2024 | $139.2M | $139.2M | $0 | 8 | 5 |
| Mar 2024 | $139.2M | $139.2M | $0 | 8 | 5 |
| Sep 2023 | $128.5M | $121.4M | $7.2M | 8 | 15 |
DateMar 2025
Total AUM$189.5M
Discretionary$180.8M
Non-Disc.$8.7M
Employees10
Clients5
DateNov 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees9
Clients5
DateNov 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees9
Clients5
DateNov 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees9
Clients5
DateOct 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees8
Clients5
DateSep 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees8
Clients5
DateAug 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees8
Clients5
DateApr 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees8
Clients5
DateMar 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees8
Clients5
DateMar 2024
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees8
Clients5
DateSep 2023
Total AUM$128.5M
Discretionary$121.4M
Non-Disc.$7.2M
Employees8
Clients15