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INTEGRATED WEALTH MANAGEMENT, LLC

EIN 86-1036538-financial services-Latest filing 2025
Plans
1
Retirement
1
$457K assets
Welfare
0
Participants
9
4800 NORTH SCOTTSDALE ROAD, STE 100 - SCOTTSDALE, AZ 85251480-663-6000iwmllc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$457K - 9 part

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Retirement#001

INTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$457K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$457K92025
Retirement plans
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