# INTEGRATED WEALTH MANAGEMENT, LLC

INTEGRATED WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 114923
- Type: SEC-registered investment adviser
- SEC file number: 801-60524
- Location: 4800 N. SCOTTSDALE ROAD, SUITE 1900, SCOTTSDALE, AZ, 85251
- Phone: 480-663-6000
- Latest filing: 2021-03-25
- Regulatory AUM: $274.4M
- Discretionary AUM: $274.4M
- Clients: 9
- Accounts: 878

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Graham Shaw | DIRECTOR | WELLINGTON, Q2 |
| PINE BRENT STANLEY | CHIEF COMPLIANCE OFFICER; DIRECTOR; DIRECTOR, CCO (+1 more) | — |
| FALLON BRETT WEILER | DIRECTOR | — |
| MCCOOK RONALD REED | DIRECTOR | — |
| JONES MARK ANDREW | CHIEF COMPLIANCE OFFICER | — |
| BLASER CLINT K | DIRECTOR | — |
| HARTING CRAIG ANTHONY | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER(INTERIM), CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| UTANO-DILLON ANNA MARIA | CHIEF COMPLIANCE OFFICER | — |
| YOUNG DAVID NMN | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114923/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114923/similar
- Related entities: https://search.stillhousedata.com/firm/114923/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114923

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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.