CRD: 285838
Integrated Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pathway vertex
- Established Date
- 12-09-2016
- Office Locations
- 1
Office Locations
About Integrated Wealth Management, LLC
Integrated Wealth Management, LLC is a Portsmouth, NH RIA providing coordinated wealth management and financial planning focused on building, securing, and distributing wealth over a lifetime. The firm serves retail clients, including business owners and entrepreneurs, with portfolio construction, asset allocation and risk management using ETFs, mutual funds and annuities, alongside tax, estate and insurance planning. Custodies with Schwab and uses eMoney/Black Diamond.
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Owner & Executives
DIANE AGRODNIA DUBOIS
President
- CRD
- #1565517
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,630,504 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,630,504 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,630,504
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $594,646,372 | 12.0% |
| Equity - Exchange | $1,159,560,425 | 23.4% |
| Other | $753,218,738 | 15.2% |
| Equity - OTC | $946,478,809 | 19.1% |
| Cash | $1,223,980,449 | 24.7% |
| U.S. Government/Agency | $277,501,639 | 5.6% |
| Total | $4,955,386,432 | 100.0% |