Integrated Planning & Wealth Management, LLC

CRD 286151 · $119.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 286151
SEC number: 801-130748
Firm type: RIA
Assets under management: $119.4M as of Mar 30, 2026
Website: www.facebook.com/IntegratedPWM ↗
Phone: (317) 706-4748
Address: Not yet retrieved from the source record

Advisors at this firm

4 in our index · page 1 of 1

John Robert BohnsackCRD 5334664 · College Station, TX

IA Registered
Adam Frank CmejlaCRD 5454605 · Westfield, IN

IA RegisteredRegistration inactive
Dylan Michael FitchetCRD 7548877 · Conneaut, OH

IA RegisteredRegistration inactive
Kathleen SkowronekCRD 7285825 · Pittsburgh, PA

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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