Integrated Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Uniontown, OH. Its latest Form ADV filing, dated March 16, 2026, reports $254M in regulatory assets under management, 10 employees, and 1,326 accounts.
Assets Under Management
$254M
Employees
10
Offices
--
Total Clients
530
Primary office
UNIONTOWN, OH
1790 TOWN PARK BLVD., SUITE K, UNIONTOWN, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
469
2
HNWI
9.8%
52
3
Pension Plans
0.9%
5
4
Corporations
0.8%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of March 16, 2026
Discretionary96.3%
$245M
96% of total RAUM96.3%
Non-discretionary3.7%
$9M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$254M
Total Accounts1,326
10Y AUM Change+$126M (+97.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee53:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.