Integrated Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,630,504
Clients
39
38% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
TypicalAverage account size
$1,605,910
About
Integrated Wealth Management serves individual clients, families, and trusts — including high-net-worth households — offering discretionary portfolio management, integrated financial planning, and related advisory services. The firm reports managing roughly $62.6 million for a limited number of client households and provides ongoing account performance reporting and periodic reviews.
The firm’s investment approach centers on diversified asset allocation across cash, fixed income, hybrid allocations, U.S. and international equities, and tactical category selection guided by an investor profile. Financial planning tools and a secure client portal are used to model cash flow and retirement scenarios, and portfolios are frequently managed at the portfolio level across multiple accounts to address tax and trading efficiency.
A principal of the firm is separately licensed as an insurance producer and may implement insurance recommendations that generate customary commissions, a conflict of interest the brochure discloses and says is mitigated through disclosure and the firm’s code of ethics; the firm indicates these outside insurance activities occupy a minimal portion of the principal’s time. The firm also emphasizes a primary custodian relationship that provides institutional support and operates with a small client roster, which the brochure describes as enabling individualized, hands-on administration.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
Cash flow / budgeting
Multi-generational wealth transfer
Fee options
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.20% $1,000,001+: 1.00%
Account minimum: $400,000 Minimum fee: $5,600 annually (minimum annual fee representing the fee for $400,000 minimum account size)
Main office location
Integrated Wealth Management, LLC
155 Fleet Street
Portsmouth NH 03801, United States
Number of offices
1
Most active in
Integrated Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maine · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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