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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTEGRATED WEALTH MANAGEMENT, INC.

CRD 141092

UNIONTOWN, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da9b99a8-9135-63eb-114a-4c3c8232bc4b

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Sep 8, 2023 to Aug 11, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $254MItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $245M
Private client RAUM: $253MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $36.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,326
Individual clients: 469
High net worth clients: 52
Custody, client assets: $254M
SEC number: 801-128851
CRD: 141092
Filings on the tape: 16
First filed: Sep 8, 2023
Latest filed: Aug 11, 2026
Organised: Corporation, OH
Website: iwmgameplan.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EDWARD MICHAEL GROSKO	Chartered Financial Consultant	UNIONTOWN, OH	20	28	3	no
BENJAMIN D GROSKO	n/a	UNIONTOWN, OH	11	21	n/a	no
Stephen Stanton Jackson	n/a	UNIONTOWN, OH	6	10	n/a	no
Tracy Marie Williams	Certified Financial Planner	UNIONTOWN, OH	1	10	n/a	no
Kailey Bonniwell	n/a	UNIONTOWN, OH	1	11	n/a	no
Brandon R Oing	n/a	UNIONTOWN, OH	0	11	1	no
Ethan Edward Hawkins	n/a	UNIONTOWN, OH	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GROSKO, BENJAMIN, D	President	E	yes	01/2024	Sep 8, 2023	Nov 26, 2024
GROSKO, EDWARD, MICHAEL	Founder	Na	yes	05/2006	Sep 8, 2023	Nov 26, 2024
Jackson, Stephen, Stanton	CHIEF COMPLIANCE OFFICER	Na	no	01/2020	Sep 8, 2023	Nov 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INTEGRATED BENEFITS GROUP INC.	n/a	n/a	n/a	N	yes	n/a
INTEGRATED PLANNING, INC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 16, 2026	$254M	$245M	10	6	n/a	n/a
2024	Mar 25, 2025	$189M	$181M	10	6	n/a	n/a
2023	Mar 26, 2024	$139M	$139M	8	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$254M	$189M	34.1%	n/a	n/a	10	10	0	0

Relationships

Registered with (9)

← Ethan Edward HawkinsAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← Brandon R OingAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← Kailey BonniwellAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← Tracy Marie WilliamsAdvisorregistration: current employment
Oct 18, 2024 to presentfactForm ADV
← Stephen Stanton JacksonAdvisorregistration: current employment
Jan 16, 2020 to presentfactForm ADV
← BENJAMIN D GROSKOAdvisorregistration: current employment
Aug 13, 2015 to presentfactForm ADV
← EDWARD MICHAEL GROSKOAdvisorregistration: current employment
Aug 17, 2006 to presentfactForm ADV
← SCOTT A LOWEAdvisorregistration: previous registration
Nov 19, 2014 to Dec 6, 2016factForm ADV
← NATHAN MARC CROSBYAdvisorregistration: previous registration
May 8, 2012 to May 4, 2016factForm ADV

Controls (2)

← GROSKO, EDWARD, MICHAELOwnerFOUNDER, ownership code NA, individual
Sep 8, 2023 to Nov 26, 2024factForm ADV
← GROSKO, BENJAMIN, DOwnerPRESIDENT, ownership code E, individual
Sep 8, 2023 to Nov 26, 2024factForm ADV

Owns (1)

← Jackson, Stephen, StantonOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 8, 2023 to Nov 26, 2024factForm ADV

Dated events

Occurred
Sep 8, 2023
First Form ADV filing
Integrated Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da9b99a8-9135-63eb-114a-4c3c8232bc4b
First observed: Sep 8, 2023
Last observed: Aug 11, 2026 39 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTEGRATED WEALTH MANAGEMENT, INC.

CRD 141092

UNIONTOWN, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da9b99a8-9135-63eb-114a-4c3c8232bc4b

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWARD MICHAEL GROSKO

Chartered Financial Consultant

UNIONTOWN, OH

BENJAMIN D GROSKO

n/a

UNIONTOWN, OH

n/a

Stephen Stanton Jackson

n/a

UNIONTOWN, OH

n/a

Tracy Marie Williams

Certified Financial Planner

UNIONTOWN, OH

n/a

Kailey Bonniwell

n/a

UNIONTOWN, OH

n/a

Brandon R Oing

n/a

UNIONTOWN, OH

Ethan Edward Hawkins

n/a

UNIONTOWN, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GROSKO, BENJAMIN, D

President

yes

01/2024

Sep 8, 2023

Nov 26, 2024

GROSKO, EDWARD, MICHAEL

Founder

yes

05/2006

Sep 8, 2023

Nov 26, 2024

Jackson, Stephen, Stanton

CHIEF COMPLIANCE OFFICER

01/2020

Sep 8, 2023

Nov 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INTEGRATED BENEFITS GROUP INC.

n/a

yes

n/a

INTEGRATED PLANNING, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$254M

$245M

n/a

2024

Mar 25, 2025

$189M

$181M

n/a

2023

Mar 26, 2024

$139M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$254M

$189M

34.1%

n/a