News Column

Integrated Wealth Management Crosses the $1Billion AUM Threshold

July 9, 2014

PALM SPRINGS, Calif.--(BUSINESS WIRE)-- Integrated Wealth Management announced today that the independent wealth management and financial planning firm now has $1Billion in assets under management (AUM). This accomplishment comes as the firm approaches their 20th year of business.

From the firm’s beginnings in 1995, it has grown from two employees in one office to 31 employees in five offices across the Western United States.

“I am so proud of what the firm has been able to accomplish. I believe our consistent growth is a direct product of our dedication to client service,” said Jim Casey, Integrated Wealth Management President and CEO. “We are grateful to our clients whose continued trust has allowed us to continue to grow.”

Casey continued, “Although we’ve grown the number of advisors and operational staff over the years, the heart and culture of our company remains the same. We take pride in building personal relationships with our clients and creating custom financial solutions that help them achieve their financial goals.”

The $1Billion AUM milestone comes on the heels of the addition of the former-wirehouse Cypress Group of financial advisors to the Integrated Wealth Management team in April 2014.

About Integrated Wealth Management:

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws. The full-service firm with offices in Palm Springs, Palm Desert, Newport Beach, CA; Boise, ID; Anchorage, AK, provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. For more information: or 866-888-6563 x. 113 or

Provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Form ADV contains important information about the advisory services, fees, business, and background and experience of advisory personnel. Form ADV publicly available:

Integrated Wealth Management

Erin Scott, 760-969-7113

Source: Integrated Wealth Management

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Source: Business Wire

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