What is Integrated Wealth Management, LLC's NAICS code?

Integrated Wealth Management, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Targeted Wealth Small firm with 1 or fewer employees and revenue in the 1M-10M range presents an opportunity to offer scalable wealth management, tax, and accounting services tailored to growing client bases and evolving personal/business financial needs.

Integrated Services Established focus on multi-faceted financial life orchestration suggests selling holistic financial planning, tax strategy, and bookkeeping packages that emphasize cross-functional value for individuals and small businesses.

Tech Modernization Current tech stack includes Joomla, Squarespace, and basic web tools; potential to propose modernization, secure reporting, and client portal enhancements to improve customer experience and operational efficiency.

Growth Enablement Revenue scale indicates potential for partnerships or white-label solutions, referral networks, or outsourced advisory agreements to accelerate client acquisition and geographic expansion.

Industry Position Operating in a competitive financial services space with large firms as peers; position as boutique, high-touch advisor could be leveraged to offer personalized services, fiduciary-grade solutions, and differentiated client service models.

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Integrated Wealth Management, LLC Tech Stack

Integrated Wealth Management, LLC uses 8 technology products and services including jQuery CDN, Joomla, RSS, and more. Explore Integrated Wealth Management, LLC's tech stack below.

jQuery CDN
Content Delivery Network
Joomla
Content Management System
RSS
Content Management System
Squarespace
Content Management System
Squarespace Commerce
E-commerce
jQuery
Javascript Libraries
PHP
Programming Languages
YouTube
Video Players

Integrated Wealth Management, LLC's Email Address Formats

Integrated Wealth Management, LLC uses at least 5 email formats:

Integrated Wealth Management, LLC Email Formats	Example	Percentage
First@intwealthmgt.com	John@intwealthmgt.com	60%
First.Last@intwealthmgt.com	John.Doe@intwealthmgt.com	20%
Last@intwealthmgt.com	Doe@intwealthmgt.com	20%
FirstLast@iwmllc.com	JohnDoe@iwmllc.com	50%
FLast@iwmllc.com	JDoe@iwmllc.com	50%

Frequently Asked Questions

What is Integrated Wealth Management, LLC's phone number?

You can contact Integrated Wealth Management, LLC's main corporate office by phone at

+1-302-442-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Integrated Wealth Management, LLC's official website and social media links?

Integrated Wealth Management, LLC's official website is intwealthmgt.com and has social profiles on LinkedIn.

How much revenue does Integrated Wealth Management, LLC generate?

As of July 2026, Integrated Wealth Management, LLC's annual revenue is estimated to be $1M - $10M.

What is Integrated Wealth Management, LLC's SIC code and NAICS code?

Integrated Wealth Management, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Integrated Wealth Management, LLC have currently?

As of July 2026, Integrated Wealth Management, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Owner: B. H., Business Development And Marketing Director: K. H. and Director Operations: M. J. Explore Integrated Wealth Management, LLC's employee directory with LeadIQ.

What industry does Integrated Wealth Management, LLC belong to?

Integrated Wealth Management, LLC operates in the Financial Services industry.

What technology does Integrated Wealth Management, LLC use?

Integrated Wealth Management, LLC's tech stack includes jQuery CDN, Joomla, RSS, Squarespace, Squarespace Commerce, jQuery, PHP and YouTube.

What is Integrated Wealth Management, LLC's email format?

Integrated Wealth Management, LLC's email format typically follows the pattern of First@intwealthmgt.com. Find more Integrated Wealth Management, LLC email formats with LeadIQ.

Integrated Wealth Management, LLC

Q: What technology does Integrated Wealth Management, LLC use?

Integrated Wealth Management, LLC's tech stack includes RSS, MooTools, YouTube, Open Graph, Google Fonts API.

Financial ServicesDelaware, United States0-1 Employees

Integrated Wealth Management, LLC operates in the financial services sector, offering wealth and capital management alongside tax and accounting services for individuals and businesses. Founded in 2004, the firm emphasizes a multifaceted approach to financial life, aiming to coordinate various components into a cohesive strategy for its clients. Based in the Wilmington, Delaware area, the company emphasizes building long-standing relationships with clients, employees, and industry peers to support strategic growth and client financial success. The organization serves a broad client base by applying a versatile, integrated methodology to wealth management and related financial services.