INTEGRATED WEALTH MANAGEMENT, INC.

CRD 141092File 801-128851

APPROVED

Retail clients

Custody

Filing as of Aug 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$254.1M

Below cohort median (national)

Discretionary AUM

$244.7M

Non-discretionary $9.4M

Clients

530

1,326 accounts

Employees

Below cohort median in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Oct 11, 2023
Principal office: 1790 TOWN PARK BLVD., SUITE K, UNIONTOWN, OH, 44685
Phone: 330-896-1644
Website: https://iwmgameplan.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $254.1M
Discretionary AUM: $244.7M
Non-discretionary AUM: $9.4M
Discretionary accounts: 1,261
Non-discretionary accounts: 65
Total accounts: 1,326
AUM per client: $479K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$691K
High net worth individuals	52	$115.8M
Pension and profit sharing plans	5	$736K
Individuals (other than high net worth individuals)	469	$136.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — THIRD PARTY ADVISORY FEES
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.