INTEGRATED WEALTH PLANNERS LLC

INTEGRATED WEALTH PLANNERS LLC of OAK BROOK, IL is an SEC-registered investment adviser (CRD 309917). Regulatory assets under management: $1.3M.

Registration

• CRD: 309917
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309917 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search