# INTEGRATED WEALTH MANAGEMENT, LLC

INTEGRATED WEALTH MANAGEMENT, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser.

## Registration

- CRD: 285838
- Type: SEC-registered investment adviser
- Location: 155 FLEET STREET, PORTSMOUTH, NH, 03801
- Phone: 603-570-4835
- Latest filing: 2026-02-23
- Regulatory AUM: $62.6M
- Discretionary AUM: $62.6M
- Clients: 3
- Accounts: 166

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285838/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285838/similar
- Related entities: https://search.stillhousedata.com/firm/285838/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285838

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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.