Company Information

Get to know Integrated Wealth Management`

Founded in 1996 and headquartered in Glendale, California, Integrated Wealth Management, LLC is an independent, fee-based investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm's mission is to serve as a "financial advocate" for its clients, providing objective advice and integrated solutions to help them grow, preserve, and transfer their wealth. Their services encompass comprehensive financial planning, investment management, retirement planning, estate planning, and risk management. The firm is associated with LPL Financial, which provides brokerage and investment advisory services.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Integrated Wealth Management`

United States

Founded in

1991 (35 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.