Integrated Wealth Management, Inc.

CRD 141092 · Uniontown, OH · $254.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 141092
SEC number: 801-128851
Firm type: RIA
Assets under management: $254.1M as of May 14, 2026
Website: iwmgameplan.com ↗
Phone: 330-896-1644
Address: 1790 Town Park Blvd., Uniontown, OH, 44685

Advisors at this firm

6 in our index · page 1 of 1

Kailey BonniwellCRD 7544812 · Uniontown, OH

IA RegisteredRegistration inactive
Benjamin D GroskoCRD 5653871 · Uniontown, OH

IA Registered
Edward Michael GroskoCRD 2732880 · Uniontown, OH

IA Registered
Stephen Stanton JacksonCRD 6873355 · Uniontown, OH

IA RegisteredRegistration inactive
Brandon R OingCRD 6134484 · Uniontown, OH

IA RegisteredRegistration inactive
Tracy Marie WilliamsCRD 7992919 · Uniontown, OH

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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