Insights

Target Finance Small advisory firm with 2-10 employees and $10-25M in revenue, signaling potential for high-touch, relationship-driven services and scalable technology enhancements to support growth and client service.

Physician Focus Origins serving physicians and medical professionals; opportunity to leverage their niche by offering practice-specific financial planning solutions, risk management, and retirement planning tailored to medical professionals.

CRM & Data Current tech stack includes legacy and web analytics tools; potential upsell of modern CRM, client portal, automation, and data security upgrades to improve client experience and regulatory compliance.

Digital Marketing Presence indicates familiarity with analytics platforms; potential to expand marketing operations via targeted content, lead generation, and referral programs to attract high net-worth individuals and physician clients.

Growth Potential Small, independent firm with philanthropic and social activity ties; cross-sell opportunities through family office style services, including estate, tax, and investment management for affluent households seeking integrated wealth management.

Similar companies to Integrated Wealth Management

Integrated Wealth Management Tech Stack

Integrated Wealth Management uses 8 technology products and services including Baidu Analytics, Google Fonts API, yepnope.js, and more. Explore Integrated Wealth Management's tech stack below.

Baidu Analytics
Analytics
Google Fonts API
Font Scripts
yepnope.js
Javascript Frameworks
jQuery
Javascript Libraries
Modernizr
Javascript Libraries
PHP
Programming Languages
Google Analytics
Web Analytics
Nginx
Web Servers

Integrated Wealth Management's Email Address Formats

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

Integrated Wealth Management Email Formats	Example	Percentage
First.Last@lpl.com	John.Doe@lpl.com	93%
First.L@lpl.com	John.D@lpl.com	5%
F.Last@lpl.com	J.Doe@lpl.com	1%
FLast@lpl.com	JDoe@lpl.com	1%
First@iwmgmt.com	John@iwmgmt.com	81%
FirstLast@iwmgmt.com	JohnDoe@iwmgmt.com	7%
First.Last@iwmgmt.com	John.Doe@iwmgmt.com	6%
Last@iwmgmt.com	Doe@iwmgmt.com	6%

Frequently Asked Questions

What is Integrated Wealth Management's phone number?

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

+1-760-834-****

. 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's official website and social media links?

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

How much revenue does Integrated Wealth Management generate?

As of July 2026, Integrated Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Integrated Wealth Management's NAICS code?

Integrated Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Integrated Wealth Management have currently?

As of July 2026, Integrated Wealth Management has approximately 6 employees across 2 continents, including North AmericaOceania. Key team members include Vice President: D. T.Financial Planner & Investment Advisor: C. L.. Explore Integrated Wealth Management's employee directory with LeadIQ.

What industry does Integrated Wealth Management belong to?

Integrated Wealth Management operates in the Financial Services industry.

What technology does Integrated Wealth Management use?

Integrated Wealth Management's tech stack includes Baidu AnalyticsGoogle Fonts APIyepnope.jsjQueryModernizrPHPGoogle AnalyticsNginx.

What is Integrated Wealth Management's email format?

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

When was Integrated Wealth Management founded?

Integrated Wealth Management was founded in 1995.

Integrated Wealth Management

Q: How many employees does Integrated Wealth Management have currently?

Integrated Wealth Management has approximately 6 employees.

Q: What technology does Integrated Wealth Management use?

Integrated Wealth Management's tech stack includes PHP, jQuery, Nginx, yepnope.js, Google Analytics.

Q: What is Integrated Wealth Management's NAICS code?

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

Financial ServicesCalifornia, United States2-10 Employees

Integrated Wealth Management is a financial services firm based in Palm Desert, California, that has operated since 1995. The firm helps clients pursue financial goals through a collaborative process that organizes and simplifies their financial lives. Its origins advising physicians and medical professionals inform its approach to client care and guide the independent advisory team.

The organization operates as a small practice of independent financial advisors. More information is available on its website, iwmgmt.com.