Founded in 1996 and headquartered in Glendale, California, Integrated Wealth Management, LLC is an independent, fee-based investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm's mission is to serve as a "financial advocate" for its clients, providing objective advice and integrated solutions to help them grow, preserve, and transfer their wealth. Their services encompass comprehensive financial planning, investment management, retirement planning, estate planning, and risk management. The firm is associated with LPL Financial, which provides brokerage and investment advisory services.

Founded in

United States