Integrated Wealth Management, LLC

Integrated Wealth Management, LLC (CRD# 114923) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $201,014,788 in 743 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $270,545
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, TX

Financial Advisors at Integrated Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brent S. Pine
CRD#: 1618007
4800 N Scottsdale Rd., Suite 1900, Scottsdale, AZ 85251
83
Wealthminder
score

Brent Pine (CRD# 1618007) is an Investment Advisor Representative working at Integrated Wealth Management, LLC in Scottsdale, AZ and has over 31 years of experience in the finance industry.

2
Curtis A. Zeigler
CRD#: 1309842
4800 North Scottsdale Road, Suite 1900, Scottsdale, AZ 85251
83
Wealthminder
score

Curtis Zeigler (CRD# 1309842) is an Investment Advisor Representative working at Integrated Wealth Management, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.

3
Mark A. Jones
CRD#: 4146371
4800 North Scottsdale Road, Suite 1900, Scottsdale, AZ 85251
81
Wealthminder
score

Mark Jones (CRD# 4146371) is an Investment Advisor Representative working at Integrated Wealth Management, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.

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