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Integrated Wealth Management, Inc.

● SEC registered since 2023CRD 141092SEC# 801-128851Uniontown, OH
Export (members)
Reg. AUM
$189.5M
Employees
10
Accounts
1,075
Location
Uniontown, OH

Integrated Wealth Management, Inc. assets under management

Integrated Wealth Management, Inc. is an SEC-registered investment adviser based in Uniontown, OH. The firm has been registered since 2023. It reports $189.5 million in regulatory assets under management and employs 10 people.
iwmgameplan.comView on SEC.gov ↗

Integrated Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Benjamin D Grosko ControlPresidentOver 75%2024
Edward Michael Grosko ControlFounderUnder 5%2006
Stephen Stanton JacksonChief Compliance OfficerUnder 5%2020

Frequently asked questions

How much does Integrated Wealth Management, Inc. manage?

Integrated Wealth Management, Inc. reports $189.5 million in regulatory assets under management on its Form ADV.

How many employees does Integrated Wealth Management, Inc. have?

Integrated Wealth Management, Inc. reports 10 employees.

Where is Integrated Wealth Management, Inc. located?

Integrated Wealth Management, Inc. is based in Uniontown, OH and has been SEC-registered since 2023.

Does Integrated Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address1790 Town Park Blvd., Suite K, Uniontown, OH 44685
Phone330-896-1644
Fax330-899-0488
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$180.8M
Non-discretionary$8.7M
Total (RAUM)$189.5M