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INTEGRATED BENEFITS, INCORPORATED

· CRD 112518 · IAPD ↗ · 970-618-3000

$101.3MRegulatory AUM
2Advisory reps
2Employees
125Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — INTEGRATED BENEFITS, INCORPORATED (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.