CRD: 286151
Integrated Planning & Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-21-2017
- Office Locations
- 4
Office Locations
About Integrated Planning & Wealth Management, LLC
Integrated Planning & Wealth Management, LLC is a fee-based RIA focused on optometrists and other optometry practice owners. The team acts as a “professional and personal CFO,” helping owners grow practices, plan transitions out of day-to-day operations, and prepare for a sale, alongside ongoing wealth planning and investment management (including ETF and mutual fund portfolios). Custody is through Charles Schwab. They also host the optometry-focused podcast “20/20 Money.”
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ADAM FRANK CMEJLA
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5454605
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOHN ROBERT BOHNSACK
--
- CRD
- #5334664
DYLAN MICHAEL FITCHET
--
- CRD
- #7548877
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,412,893 | $238,279 |
| Non-Discretionary | $15,992,101 | $470,356 |
| Total | $119,404,994 | $255,139 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing