Integrated Planning & Wealth Management, LLC
Integrated Planning & Wealth Management, LLC is an SEC-registered mass-market adviser with $119.4M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Integrated Planning & Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286151, SEC 801-130748, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $119.4M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Employees
- 7
- Clients
- 169
- CRD
- 286151
- Ownership
- CMEJLA, ADAM, FRANK
How much AUM does Integrated Planning & Wealth Management, LLC have?
Integrated Planning & Wealth Management, LLC reported $119.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Integrated Planning & Wealth Management, LLC?
Disclosed owners and executives of Integrated Planning & Wealth Management, LLC include CMEJLA, ADAM, FRANK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.