Integrated Wealth Management, Inc.

Integrated Wealth Management, Inc. (CRD# 106335) is a financial advisory firm headquartered in Palm Desert, CA. They manage $1,177,600,000 in 3,770 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,178
    MILLION
  • Total Number of Accounts
    3,770
    ACCOUNTS
  • Average Account Value
    $312,361
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, ID, IL, NM, NV, NY, OR, TX, UT, WA

Financial Advisors at Integrated Wealth Management, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
David R. Thatcher
CRD#: 5518858
74245 Highway 111, Suite 201, Palm Desert, CA 92260
96
Wealthminder
score

David Thatcher (CRD# 5518858) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Palm Desert, CA and has over 9 years of experience in the finance industry. David Thatcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marc E. Koven
CRD#: 4916658
74245 Highway 111, Suite 201, Palm Desert, CA 92260
93
Wealthminder
score

Marc Koven (CRD# 4916658) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Palm Desert, CA and has over 12 years of experience in the finance industry.

3
Brandt L. Kuhn
CRD#: 5103304
787 Palm Canyon Dr., Palm Springs, CA 92262
93
Wealthminder
score

Brandt Kuhn (CRD# 5103304) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Palm Springs, CA and has over 9 years of experience in the finance industry.

4
Glenn R. Mehner
CRD#: 3175574
620 Newport Center Drive, Suite 650, Newport Beach, CA 92660
93
Wealthminder
score

Glenn Mehner (CRD# 3175574) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.

5
Clark S. Penney
CRD#: 5539813
74245 Highway 111, Suite 201, Palm Desert, CA 92260
93
Wealthminder
score

Clark Penney (CRD# 5539813) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Palm Desert, CA and has over 9 years of experience in the finance industry.

6
Michele T. Sarna
CRD#: 2311443
742 Washington Blvd, Marina Del Rey, CA 90292
93
Wealthminder
score

Michele Sarna (CRD# 2311443) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Marina Del Rey, CA and has over 24 years of experience in the finance industry.

7
Nicholas G. Cunnington
CRD#: 5924854
620 Newport Center Drive, Suite 650, Newport Beach, CA 92660
90
Wealthminder
score

Nicholas Cunnington (CRD# 5924854) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Newport Beach, CA and has over 6 years of experience in the finance industry.

8
Michael J. McConnell
CRD#: 6183178
620 Newport Center Drive, Suite 650, Newport Beach, CA 92660
89
Wealthminder
score

Michael McConnell (CRD# 6183178) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Newport Beach, CA and has over 4 years of experience in the finance industry.

9
Christian B. Risenmay
CRD#: 4534437
74245 Highway 111, Suite 201, Palm Desert, CA 92260
86
Wealthminder
score

Christian Risenmay (CRD# 4534437) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Palm Desert, CA and has over 15 years of experience in the finance industry. Christian Risenmay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Stephen R. Biesinger
CRD#: 4689955
74245 Highway 111, Suite 201, Palm Desert, CA 92260
83
Wealthminder
score

Stephen Biesinger (CRD# 4689955) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Palm Desert, CA and has over 13 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.