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INTEGRATED WEALTH MANAGEMENT, INC.

UNIONTOWN, OH · CRD 141092 · IAPD ↗ · iwmgameplan.com · 330-896-1644

$254.1MRegulatory AUM
6Advisory reps
10Employees
5Clients
More than 500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — INTEGRATED WEALTH MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2026 — INTEGRATED WEALTH MANAGEMENT, INC. reported RAUM up 34% ($189.5M -> $254.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — INTEGRATED WEALTH MANAGEMENT, INC. now reports custody of client assets ($254.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
62
April 2025 — INTEGRATED WEALTH MANAGEMENT, INC. reported RAUM up 36% ($139.2M -> $189.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
October 2024 — INTEGRATED WEALTH MANAGEMENT, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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