INTEGRATED WEALTH MANAGEMENT, LLC
- INTEGRATED WEALTH MANAGEMENT, LLC
Adviser Profile
| As of Date | 03/25/2021 |
| Registration status | Terminated |
| ADV Location | SCOTTSDALE, AZ, United States |
| Websites |
| AUM* | 274,424,917 |
| of that, discretionary | 274,424,917 |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,557 |
| % High Net Worth | 33.13% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Number of Employees 9
of those in investment advisory functions 3
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
Private Funds
No private funds