Integrated Planning & Wealth Management, LLC
● SEC registered since 2024CRD 286151SEC# 801-130748
Reg. AUM
$119.4M
Employees
7
Accounts
468
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 $119.4 million in regulatory assets under management and employs 7 people.
Integrated Planning & Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Frank Cmejla Control | Managing Member/Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Integrated Planning & Wealth Management, LLC manage?
Integrated Planning & Wealth Management, LLC reports $119.4 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 7 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 hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119.4M▲ 75%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$119.4Mregulatory AUM
Discretionary $103.4MNon-discretionary $16M