Integrated Wealth Management, Inc.
- Regulatory AUM
- $254M
- Discretionary
- $245M
- Clients
- 530
- Avg AUM / client
- $479K
- Accounts
- 1,326
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 469 | $137M | 53.9% |
| High net worth individuals | 52 | $116M | 45.6% |
| Pension and profit sharing plans | 5 | $736K | 0.29% |
| Corporations and other businesses | 4 | $691K | 0.27% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Michael Grosko | Founder | Chartered Financial Consultant | May 2006 (20y) | Less than 5% |
| Benjamin D Grosko | President | Aug 2015 (11y) | 75% or more | |
| Stephen Stanton Jackson | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Tracy Marie Williams | Registered representative | CFP | Oct 2024 (2y) | |
| Kailey Bonniwell | Registered representative | Mar 2025 (1y) | ||
| Brandon R Oing | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • THIRD PARTY ADVISORY FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $254M (100% of AUM) May 2026
- Sei Investments Distribution Co. $390K (0% of AUM) Nov 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗