Integrated Wealth Management, Inc.
Integrated Wealth Management, Inc. is an SEC-registered mass-market adviser in Uniontown, OH with $254.1M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Integrated Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141092, SEC 801-128851, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $254.1M (2026-05-14)
- Firm type
- Mass-Market Adviser
- Location
- Uniontown, OH
- Employees
- 9
- Clients
- 530
- CRD
- 141092
- Ownership
- Jackson, Stephen, Stanton; GROSKO, EDWARD, MICHAEL; GROSKO, BENJAMIN, D
How much AUM does Integrated Wealth Management, Inc. have?
Integrated Wealth Management, Inc. reported $254.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Integrated Wealth Management, Inc.?
Disclosed owners and executives of Integrated Wealth Management, Inc. include Jackson, Stephen, Stanton, GROSKO, EDWARD, MICHAEL, GROSKO, BENJAMIN, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.