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- Custodian
- Fidelity/NFS ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-17-2006
- Office Locations
- 1
Office Locations
About Integrated Wealth Management, Inc.
Integrated Wealth Management is an independent Ohio-based RIA focused on helping pre-retirees and retirees design and implement retirement-focused financial strategies. Services include wealth management, tax-efficient and retirement income strategies, IRA/401(k) rollovers, legacy planning, and asset protection, with investment and insurance solutions including annuities. Custodies primarily with Fidelity/NFS and hosts client education events.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BENJAMIN D GROSKO
Investment Advisor Representative, President
- CRD
- #5653871
- Ownership
- 75% or more
EDWARD MICHAEL GROSKO
FOUNDER, President
- CRD
- #2732880
- Ownership
- Less than 5%
Focus zenith
Quantum harbor wave
- CRD
- #84840
- Ownership
- 40.5%
Showing 2 of 3 owners & executives
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Kailey Bonniwell
--
- CRD
- #7544812
Brandon R Oing
--
- CRD
- #6134484
Delta catalyst
Delta matrix
- CRD
- #16611
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,675,515 | $194,033 |
| Non-Discretionary | $9,390,032 | $144,462 |
| Total | $254,065,547 | $191,603 |
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Separately Managed Accounts
Total SMA Asset: $254,065,547
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,110,524,702 | 36.2% |
| Equity - Exchange | $2,526,227,244 | 29.4% |
| Cash | $1,984,892,834 | 23.1% |
| U.S. Government/Agency | $970,964,893 | 11.3% |
| Total | $8,592,609,673 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT HARBOR TIMBER | FOCUS FOUNDATION | ZQRL0YLX3 | XMPYM | 8.96% | $56,230,930 |
| RIDGE QUANTUM | OAK FUSION | XI9OKIW3J | QAD | 7.64% | $4,823,957 |
| PRIME ATLAS PEAK | PRIME RIDGE | 63Z7XUPIU | DQI | 8.68% | $42,844,623 |
| TIMBER LEGACY | WAVE ATLAS | VVJ5UAWR9 | CQB | 10.40% | $107,640,311 |
| FOCUS RADIAL | VITAL VALUE | V6MM5HVKJ | BZFV | 1.35% | $98,209,419 |
| PRIME MOMENTUM | FUSION HARBOR | WKHW4VIUC | UOVKP | 10.84% | $79,446,672 |
| VALUE FOUNDATION RADIAL | ELEMENT PRIME | KAL4K18JG | GJTH | 2.76% | $1,926,956 |
| FRONTIER VECTOR | MATRIX FOUNDATION | 7JZFNBACE | PBITZ | 3.12% | $34,563,186 |