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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GROSKO, EDWARD, MICHAEL | I | FOUNDER | NA | Control |
| GROSKO, EDWARD, MICHAEL | I | FOUNDER | NA | Control |
| GROSKO, EDWARD, MICHAEL | I | FOUNDER | NA | Control |
| GROSKO, EDWARD, MICHAEL | I | FOUNDER | NA | Control |
| GROSKO, EDWARD, MICHAEL | I | FOUNDER | NA | Control |
| GROSKO, EDWARD, MICHAEL | I | FOUNDER | NA | Control |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jackson, Stephen, Stanton | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROSKO, BENJAMIN, D | I | PRESIDENT | E | Control |
| GROSKO, BENJAMIN, D | I | PRESIDENT | E | Control |
| GROSKO, BENJAMIN, D | I | PRESIDENT | E | Control |
| GROSKO, BENJAMIN, D | I | PRESIDENT | E | Control |
| GROSKO, BENJAMIN, D | I | PRESIDENT | E | Control |
| GROSKO, BENJAMIN, D | I | PRESIDENT | E | Control |
| GROSKO, BENJAMIN, D | I | VICE PRESIDENT, PARTNER | D | Control |
| GROSKO, BENJAMIN, D | I | VICE PRESIDENT, PARTNER | D | Control |
| GROSKO, BENJAMIN, D | I | VICE PRESIDENT, PARTNER | D | Control |
| GROSKO, BENJAMIN, D | I | VICE PRESIDENT, PARTNER | D | Control |
| GROSKO, BENJAMIN, D | I | VICE PRESIDENT, PARTNER | D | Control |
| GROSKO, BENJAMIN, D | I | VICE PRESIDENT, PARTNER | D | Control |
| GROSKO, BENJAMIN, D | I | VICE PRESIDENT, PARTNER | D | Control |
| GROSKO, EDWARD, MICHAEL | I | PRESIDENT | D | Control |
| GROSKO, EDWARD, MICHAEL | I | PRESIDENT | D | Control |
| GROSKO, EDWARD, MICHAEL | I | PRESIDENT | D | Control |
| GROSKO, EDWARD, MICHAEL | I | PRESIDENT | D | Control |
| GROSKO, EDWARD, MICHAEL | I | PRESIDENT | D | Control |
| GROSKO, EDWARD, MICHAEL | I | PRESIDENT | D | Control |
| GROSKO, EDWARD, MICHAEL | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (2)
FL OH
Address
1790 TOWN PARK BLVD.SUITE K
UNIONTOWN, OH 44685
United States
Phone: 330-896-1644