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  2. Integrated Wealth Management Group, Chartered

Filings through Oct 24, 2026.

Integrated Wealth Management Group, Chartered

EIN 59-3781369-financial services-Latest filing 2025
Plans
1
Retirement
1
$316K assets
Health & Benefits
0
Participants
6
540 NW UNIVERSITY BLVD, SUITE 101 - PORT ST. LUCIE, FL 34986772-340-1200iwmgroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$316K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

IWM GROUP 401(K) PLAN

401(k)

Assets$316K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001IWM GROUP 401(K) PLAN401(k)$316K62025
  • IWM GROUP 401(K) PLAN$316K
    #001 · 401(k) · 20256
Retirement plans
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