← Back to searchVisit website
INTEGRATED WEALTH MANAGEMENT, LLC
CRD 285838
155 FLEET STREET, PORTSMOUTH, NH, 03801, United States
Phone
603-570-4835
Fax
603-570-4813
Registration
— (—)
Source
State registered
Total AUM
$62.6M
Discretionary AUM
$62.6M
Team
3 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $56.9M |
| High net worth individuals | 15 | $5.7M |
All web addresses on file
Official SEC filing: View on IAPD