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Integrated Wealth Management, LLC Employee Directory

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.

Find Integrated Wealth Management, LLC employees' phone numbers or email addresses

Integrated Wealth Management, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Integrated Wealth Management, LLC's Leadership

  • Owner at Integrated Wealth Management, LLC
    B. H.
    Owner
    Mobile Phone
  • Business Development And Marketing Director at Integrated Wealth Management, LLC
    K. H.
    Business Development And Marketing Director
    Mobile Phone
  • Director Operations at Integrated Wealth Management, LLC
    M. J.
    Director Operations
    Mobile Phone
  • Operations Manager at Integrated Wealth Management, LLC
    E. T.
    Operations Manager
    Mobile Phone
  • Wealth Advisor at Integrated Wealth Management, LLC
    C. R.
    Wealth Advisor
    Mobile Phone
  • Employee at Integrated Wealth Management, LLC
    G. D.
    Mobile Phone

Integrated Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Marketing

Contact profiles from Integrated Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Owner at Integrated Wealth Management, LLC
    B. H.
    Owner
    Mobile Phone
    United States, Delaware
    Sep 21, 2025
  • Business Development And Marketing Director at Integrated Wealth Management, LLC
    K. H.
    Business Development And Marketing Director
    Mobile Phone
    United States, Delaware
    Oct 23, 2024
  • Director Operations at Integrated Wealth Management, LLC
    M. J.
    Director Operations
    Mobile Phone
    UNITED STATES
    Jul 09, 2024
  • Operations Manager at Integrated Wealth Management, LLC
    E. T.
    Operations Manager
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Wealth Advisor at Integrated Wealth Management, LLC
    C. R.
    Wealth Advisor
    Mobile Phone
    United States, Kansas
    Apr 15, 2026
  • Employee at Integrated Wealth Management, LLC
    G. D.
    Mobile Phone
    United States, New Hampshire
    Oct 23, 2024

Frequently Asked Questions

What is Integrated Wealth Management, LLC known for?

Minus sign iconPlus sign iconIntegrated Wealth Management, LLC operates in the Financial Services industry. You can contact Integrated Wealth Management, LLC's main corporate office by phone at
+1-302-442-****
. Explore Integrated Wealth Management, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconIntegrated Wealth Management, LLC employees' email format typically follows the pattern of First@intwealthmgt.com. Trying to find reliable and up-to-date employee contact data? Find more Integrated Wealth Management, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconIntegrated Wealth Management, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Integrated Wealth Management, LLC's key employees and leadership?

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As of July 2026, Integrated Wealth Management, LLC's key employees include:

  • Owner: B. H.
  • Business Development And Marketing Director: K. H.
  • Director Operations: M. J.
  • Operations Manager: E. T.
  • Wealth Advisor: C. R.

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