# INTEGRATED WEALTH MANAGEMENT

INTEGRATED WEALTH MANAGEMENT of TRAVERSE CITY, MI is an SEC-registered investment adviser.

## Registration

- CRD: 111508
- Type: SEC-registered investment adviser
- SEC file number: 801-60417
- Location: 201 EAST SEVENTEENTH STREET, TRAVERSE CITY, MI, 49684-4173
- Phone: 231-935-4095
- Latest filing: 2006-03-22
- Regulatory AUM: $56.3M
- Discretionary AUM: $3.2M
- Non-discretionary AUM: $53.1M
- Clients: 1
- Accounts: 284

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [BERGER JAY BRANT](https://search.stillhousedata.com/person/731239) | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| [PAHSSEN WAYNE ANTHONY](https://search.stillhousedata.com/person/731240) | MEMBER | — |
| [WEBER GEORGE EARL](https://search.stillhousedata.com/person/731241) | MEMBER | — |
| [SULLIVAN WILLIAM ALBERT](https://search.stillhousedata.com/person/788696) | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111508/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111508/similar
- Related entities: https://search.stillhousedata.com/firm/111508/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111508

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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.