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Integrated Planning & Wealth Management, LLC

● SEC registered since 2024CRD 286151SEC# 801-130748
Export (members)
Reg. AUM
$80.4M
Employees
6
Accounts
405
Location
—

Integrated Planning & Wealth Management, LLC assets under management

Integrated Planning & Wealth Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $80.4 million in regulatory assets under management and employs 6 people.
www.facebook.com/integratedpwmView on SEC.gov ↗

Integrated Planning & Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Adam Frank Cmejla ControlManaging Member/Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Integrated Planning & Wealth Management, LLC manage?

Integrated Planning & Wealth Management, LLC reports $80.4 million in regulatory assets under management on its Form ADV.

How many employees does Integrated Planning & Wealth Management, LLC have?

Integrated Planning & Wealth Management, LLC reports 6 employees.

Does Integrated Planning & Wealth Management, LLC disclose fund performance?

Integrated Planning & Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(317) 706-4748
Fax(317) 853-6778
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$80.3M
Non-discretionary$59K
Total (RAUM)$80.4M