# Integrated Planning & Wealth Management

Integrated Planning & Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/acmejla

## Regulatory record

- **CRD number:** 286151
- **SEC file number:** 801-130748
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286151

## About

INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in CARMEL, IN, registered since 2024. The firm manages $119 million in assets, $103 million on a discretionary basis. It has 7 employees and 4 investment advisers.

## Questions

### What is Integrated Planning & Wealth Management?

Integrated Planning & Wealth Management is a registered investment advisor (RIA) that offers financial planning and wealth management services. Public details about its leadership, AUM, and strategy are extremely limited.

### Where is Integrated Planning & Wealth Management based?

The firm’s precise city and state are not confirmed in public records. Many RIAs of this profile operate regionally within the United States.

### Who runs Integrated Planning & Wealth Management?

No named principals are publicly associated with this firm. Its leadership structure remains undetermined from available sources.

### How can allocators evaluate Integrated Planning & Wealth Management?

Given the scarcity of public data, allocators should request Form ADV, client references, and detailed investment policy statements directly from the firm.

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Last updated: 2026-06-03T20:00:00.000Z

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