# INTEGRATED WEALTH MANAGEMENT, INC.

INTEGRATED WEALTH MANAGEMENT, INC. of UNIONTOWN, OH is an SEC-registered investment adviser.

## Registration

- CRD: 141092
- Type: SEC-registered investment adviser
- SEC file number: 801-128851
- Location: 1790 TOWN PARK BLVD., SUITE K, UNIONTOWN, OH, 44685
- Phone: 330-896-1644
- Latest filing: 2026-05-14
- Regulatory AUM: $254.1M
- Discretionary AUM: $244.7M
- Non-discretionary AUM: $9.4M
- Clients: 9
- Accounts: 1,326

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Edward Michael Grosko | FOUNDER | — |
| Stephen Stanton Jackson | CHIEF COMPLIANCE OFFICER | Uniontown, OH |
| Benjamin D Grosko | PRESIDENT | — |
| GROSKO EDWARD MICHAEL | FOUNDER; PRESIDENT | — |
| Jackson Stephen Stanton | CHIEF COMPLIANCE OFFICER | — |
| GROSKO BENJAMIN D | PRESIDENT; VICE PRESIDENT, PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141092/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141092/similar
- Related entities: https://search.stillhousedata.com/firm/141092/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141092

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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.