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Integrated Wealth Management, LLC Employee Directory

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.

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

  • Stylized image of a person
    B. H.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Business Development And Marketing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J.
    Director Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. T.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. R.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. D.
    Phone icon
    Mobile Phone

Integrated Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Integrated Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. H.
    Owner
    Phone icon
    Mobile Phone
    United StatesDelaware
    Sep 21, 2025
  • Stylized image of a person
    K. H.
    Business Development And Marketing Director
    Phone icon
    Mobile Phone
    United StatesDelaware
    Oct 23, 2024
  • Stylized image of a person
    M. J.
    Director Operations
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 09, 2024
  • Stylized image of a person
    E. T.
    Operations Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    C. R.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesKansas
    Apr 15, 2026
  • Stylized image of a person
    G. D.
    Phone icon
    Mobile Phone
    United StatesNew 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 the 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 . 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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