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Integrated Wealth Management
Integrated Wealth Management was founded in 2006 and is headquartered in Uniontown, Ohio. The firm operates as a registered investment advisor, providing...
Integrated Wealth Management
Integrated Wealth Management was founded in 2006 and is headquartered in Uniontown, Ohio. The firm operates as a registered investment advisor, providing wealth management services to individuals, high-net-worth families, corporate pension plans, and business entities. Its founding positioned it within a segment of the Midwest advisory market that favors fiduciary-led planning relationships over transactional brokerage models. The firm's primary advisory activities span portfolio management, investment strategy, and comprehensive financial planning. Its typical engagement likely covers asset allocation, manager selection, and ongoing rebalancing, with a focus on third-party mutual funds, ETFs, and individual securities. While the firm does not publicly catalogue direct private investments or proprietary fund structures, its registered status suggests a predominantly public-markets orientation. Geographic reach is centered on the Akron–Canton region and surrounding Ohio communities, with Uniontown providing proximity to both suburban client bases and Cleveland's broader advisory landscape. Details on firm scale remain sparse. AUM, headcount, and executive leadership are not publicly disclosed through standard registries or the firm's limited public footprint. The firm's website domain, iwmgameplan.com, was registered but lacks a captured public site presence in this record. No adjacent vehicles, philanthropic foundations, or club memberships have been publicly linked to the firm. The structural differentiator for Integrated Wealth Management lies in its independent RIA registration in a market where bank-affiliated and wirehouse advisors are prevalent. This corporate posture binds the firm to a fiduciary standard, meaning its advisors are legally obligated to put client interests ahead of product commissions. For institutional allocators and peer offices evaluating regional advisory partnerships, that regulatory architecture signals a governance framework distinct from broker-dealer affiliates.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Uniontown
Corporate office
Uniontown, OH, United States
Sector focus
Frequently asked questions
Is Integrated Wealth Management a registered investment advisor or a broker-dealer?
The firm operates as a registered investment advisor, which legally binds its advisors to a fiduciary duty. This means it must prioritize client interests over product commissions or sales incentives, a standard that differentiates independent RIAs from broker-dealer models. Its regulatory filings confirm this registration, though many operational details remain private due to the firm's limited public disclosure.
What services does Integrated Wealth Management offer?
The firm provides wealth management advisory services including investment management, financial planning, and portfolio construction. Its client base spans individuals, high-net-worth households, corporate pension plans, and business entities. This service mix suggests a holistic planning approach that integrates asset allocation with broader financial goals.
Where does Integrated Wealth Management primarily operate?
The firm is headquartered in Uniontown, Ohio, and serves clients concentrated in the surrounding Akron–Canton region. Uniontown is a suburban community situated between Akron and Canton, providing access to both local clientele and the broader Northeast Ohio advisory market. The firm does not appear to maintain additional offices outside this single location.
Does Integrated Wealth Management invest in private equity, venture capital, or direct deals?
There is no public evidence that the firm participates in private equity, venture capital, or direct company investments. Its advisory model, structured around portfolio management and financial planning, tends to favor publicly traded securities, mutual funds, and ETFs. Family offices or institutions seeking direct deal capacity would likely find this firm focused entirely on public-markets allocation.
Who founded Integrated Wealth Management, and who currently manages the firm?
The firm's founding principals and current leadership are not publicly identified in available registries or disclosures. Many smaller regional RIAs limit biographical detail to private client documents, and no executive profiles appear in public filings associated with this entity. This level of opacity is common among independent advisory practices of this scale.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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