INTEGRATED WEALTH MANAGEMENT, LLC

INTEGRATED WEALTH MANAGEMENT, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 285838). Regulatory assets under management: $62.6M.

Registration

• CRD: 285838
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285838 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search