Integrated Wealth Management, Inc.

Integrated Wealth Management, Inc. (CRD# 106335) is a financial advisory firm headquartered in Palm Desert, CA. They manage $1,205,700,000 in 3,639 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,206
    MILLION
  • Total Number of Accounts
    3,639
    ACCOUNTS
  • Average Account Value
    $331,327
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • 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.

CO

Financial Advisors at Integrated Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
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 18 years of experience in the finance industry.

2
James M. Casey
CRD#: 1791115
787 N. Palm Canyon Drive, Palm Springs, CA 92262
83
Wealthminder
score

James Casey (CRD# 1791115) is an Investment Advisor Representative working at Integrated Wealth Management, Inc. in Palm Springs, CA and has over 27 years of experience in the finance industry.

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