Integrated Wealth Management, Inc.
● SEC registered since 2023CRD 141092SEC# 801-128851Uniontown, OH
Reg. AUM
$254.1M
Employees
9
Accounts
1,326
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 $254.1 million in regulatory assets under management and employs 9 people.
Integrated Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin D Grosko Control | President | Over 75% | 2024 |
| Edward Michael Grosko Control | Founder | Under 5% | 2006 |
| Stephen Stanton Jackson | Chief Compliance Officer | Under 5% | 2020 |
Frequently asked questions
How much does Integrated Wealth Management, Inc. manage?
Integrated Wealth Management, Inc. reports $254.1 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Wealth Management, Inc. have?
Integrated Wealth Management, Inc. reports 9 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
| Address | 1790 Town Park Blvd., Suite K, Uniontown, OH 44685 |
| Phone | 330-896-1644 |
| Fax | 330-899-0488 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$254.1M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$254.1Mregulatory AUM
Discretionary $244.7MNon-discretionary $9.4M