INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 286151). Regulatory assets under management: $119.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Adam Frank Cmejla | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| CMEJLA ADAM FRANK | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (317) 706-4748 |
| — | — | 1 | (317) 706-4748 |
| — | — | 1 | (317) 706-4748 |
| — | — | 1 | (317) 706-4748 |
| — | — | 1 | (317) 706-4748 |
| — | — | 1 | (317) 706-4748 |