INTEGRATED WEALTH MANAGEMENT, INC. of PALM DESERT, CA is an SEC-registered investment adviser (CRD 106335). Regulatory assets under management: $1.2B.
| 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 | — |