What departments does Integrated Wealth Management have?

Integrated Wealth Management has employees across 1 departments including Finance.

What is the largest department at Integrated Wealth Management?

The largest department at Integrated Wealth Management is Finance with 1 employees.

Where are Integrated Wealth Management employees located globally?

Integrated Wealth Management has employees across 2 continents and 3 countries including United States Of America, Canada, Australia.

How has Integrated Wealth Management's team size changed over time?

Integrated Wealth Management's team has remained stable from approximately 6 to 6 employees based on available data.

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Integrated Wealth Management Employee Directory

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.

Integrated Wealth Management Global Highlights

North America
15

United States Of America
14
Canada
1

Oceania
1

Australia
1

Integrated Wealth Management's Leadership

D. T.
Vice President
Mobile Phone
Email
C. L.
Financial Planner & Investment Advisor
Mobile Phone
Email

Integrated Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Integrated Wealth Management

Name

Title

Contact Info

Location

Last Update

D. T.
Vice President
Mobile Phone
Email
Oct 16, 2024
C. L.
Financial Planner & Investment Advisor
Mobile Phone
Email
AustraliaVictoria
Nov 05, 2025

Frequently Asked Questions

What is Integrated Wealth Management known for?

Integrated Wealth Management was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-760-834-****

. Explore Integrated Wealth Management's company overview page for more information.

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

Integrated Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Integrated Wealth Management email formats with LeadIQ.

How many employees does Integrated Wealth Management have currently?

Integrated Wealth Management has approximately 6 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

Vice President: D. T.
Financial Planner & Investment Advisor: C. L.

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Integrated Wealth Management Employee Directory

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