← Tributary

INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC

· CRD 286151 · IAPD ↗ · (317) 706-4748

$119.4MRegulatory AUM
4Advisory reps
7Employees
38Clients
101-250Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC reported RAUM up 49% ($80.4M -> $119.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
July 2025 — INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC notice-filed in CA, HI, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2025 — INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC now reports custody of client assets ($80.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2024 — INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $68.1M RAUM and 3 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.