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

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

Insights

Boutique Wealth Small firm size (1 employee) indicates highly personalized service and potential need for scalable back-office and automation solutions to support growth without sacrificing client experience.

Service Diversification Offers wealth, tax and accounting services to individuals and businesses, presenting opportunities to cross-sell integrated financial planning, tax optimization, and bookkeeping tools to existing clients.

Tech Stack Uses PHP, Joomla, jQuery and related web technologies, suggesting potential demand for modern, secure client portals, CRM integrations, and digital engagement enhancements to improve service delivery.

Growth Readiness Revenue in the multi-million range with modest headcount implies capacity for strategic partnerships, white-label platforms, or advisor outsourcing arrangements to expand offerings without rapid hiring.

Vendor Fit Comparable peers operate at much larger scales; as a smaller firm, there may be cost-effective, compliance-friendly tools and outsourcing services that provide enterprise-grade capabilities at a lower total cost of ownership.

Similar companies to Integrated Wealth Management, LLC

Integrated Wealth Management, LLC Tech Stack

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

jQuery CDN
Content Delivery Network
Open Graph
Content Management System
Joomla
Content Management System
Choices
Javascript Libraries
jQuery UI
Javascript Libraries
jQuery
Javascript Libraries
PHP
Programming Languages
HSTS
Security

Integrated Wealth Management, LLC's Email Address Formats

Integrated Wealth Management, LLC uses at least 2 format(s):

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 NAICS code?

Integrated Wealth Management, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies 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.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 CDNOpen GraphJoomlaChoicesjQuery UIjQueryPHPHSTS.

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 Choices, Font Awesome, PHP, jQuery UI, Squarespace.

Financial ServicesDelaware, United States1 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.