INTEGRATED WEALTH MANAGEMENT, LLC
- INTEGRATED WEALTH MANAGEMENT, LLC
Adviser Profile
| As of Date | 02/23/2026 |
| Registration | Maine, Approved, 06/25/2020 |
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| ADV Location | PORTSMOUTH, NH, United States |
| Contact Info | 603 xxxxxxx |
| Websites |
| AUM* | 62,630,504 23% |
| of that, discretionary | 62,630,504 23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 377,292 29% |
| % High Net Worth | 38.46% -27% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Number of Employees 3
of those in investment advisory functions 1
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
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
Private Funds
No private funds