IA
Integrated Advisors Wealth Management Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 342662
· SEC file 801-137436
· Sacramento, CA
☆ Save with Pro
ADV data as of Sep 30, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
AUM over time
$0
$0
Sep 3, 2026
Sep 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 30, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 30, 2026.
View current Form ADV (SEC/IAPD) ↗