# INTEGRATED WEALTH PLANNERS LLC

INTEGRATED WEALTH PLANNERS LLC of OAK BROOK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 309917
- Type: SEC-registered investment adviser
- Location: COMMERCE DR., OAK BROOK, IL, 60523
- Phone: 815-556-9587
- Latest filing: 2024-06-19
- Regulatory AUM: $1.3M
- Discretionary AUM: $1.3M
- Clients: 1
- Accounts: 35

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309917/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309917/similar
- Related entities: https://search.stillhousedata.com/firm/309917/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309917

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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.