# INTEGRATED WEALTH MANAGEMENT, INC.

INTEGRATED WEALTH MANAGEMENT, INC. of PALM DESERT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 106335
- Type: SEC-registered investment adviser
- SEC file number: 801-50509
- Location: 74245 HIGHWAY 111, SUITE 201, PALM DESERT, CA, 92260
- Phone: 866-888-6563
- Latest filing: 2017-07-12
- Regulatory AUM: $1.2B
- Discretionary AUM: $783.8M
- Non-discretionary AUM: $421.9M
- Clients: 27
- Accounts: 3,639

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| CASEY JAMES MICHAEL | PRESIDENT; PRESIDENT & CEO; PRESIDENT & CEO & CCO (+2 more) | — |
| PISANO ALBERT ANTHONY | DIRECTOR; DIRECTOR AND CCO | — |
| WONG JOHN N | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER & CCO | — |
| DELANEY RYAN THOMAS | CHIEF FINANCIAL OFFICER | — |
| MORA ERIK RUDY | CHIEF MARKETING OFFICER | — |
| KOVEN MARC EDELMAN | DIRECTOR OF ADMINISTRATIVE SERVICES | — |
| SANTANA HEATHER JOY | CHIEF ADMINISTRATIVE OFFICER; CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106335/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106335/similar
- Related entities: https://search.stillhousedata.com/firm/106335/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106335

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.