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 2 employees.

Where are Integrated Wealth Management` employees located globally?

Integrated Wealth Management` has employees across 1 continents and 2 countries including United States Of America, Canada.

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

Integrated Wealth Management`'s team has grown from approximately 3 to 7 employees based on available data.

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Integrated Wealth Management` Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Integrated Wealth Management operates in the financial services sector, providing comprehensive financial planning, asset management, and investment and insurance consulting. The firm serves affluent business owners, families, and individuals who seek a holistic approach to managing their wealth. It relies on the Hub and Spoke Wealth Integration model, which combines a carefully prepared Investment Policy Statement with a substantial allocation to alternative investment platforms to guide portfolios. Clients access a web-based reporting system that presents their complete financial picture in one place, viewable from anywhere.

Based in Piscataway, New Jersey, the practice operates as a small financial services firm. The approach centers on holistic planning and an integrated framework, with centralized reporting that enables clients to monitor their finances in one view.

Integrated Wealth Management` Global Highlights

North America
3

United States Of America
2
Canada
1

Integrated Wealth Management`'s Leadership

A. B.
Certified Financial Planner
Mobile Phone
Email
V. M.
Registered Service Assistant
Mobile Phone
Email
J. F.
Investment Coordinator
Mobile Phone
Email

Integrated Wealth Management` Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Integrated Wealth Management`

Name

Title

Contact Info

Location

Last Update

A. B.
Certified Financial Planner
Mobile Phone
Email
CanadaOntario
Sep 11, 2025
V. M.
Registered Service Assistant
Mobile Phone
Email
United StatesMassachusetts
Jun 01, 2026
J. F.
Investment Coordinator
Mobile Phone
Email
United StatesNew Jersey
Jun 08, 2026

Frequently Asked Questions

What is Integrated Wealth Management` known for?

Integrated Wealth Management` was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 1 Corporate Place South 1st Floor Piscataway, New Jersey 08854 United States. 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 February 2026. These team members are located across 1 continents, including North America.

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

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

Certified Financial Planner: A. B.
Registered Service Assistant: V. M.
Investment Coordinator: J. F.

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Integrated Wealth Management` Employee Directory

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