# Integrated Planning & Wealth Management, LLC > Integrated Planning & Wealth Management, LLC is an SEC-registered investment advisory firm in Carmel, IN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026. - CRD: 286151 - Filed as: INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Carmel, IN - Filing period: October 2026 - Form ADV filing dated: March 30, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286151 - AdvisorCensus page: https://advisorcensus.com/firm/integrated-planning-and-wealth-management-llc-carmel-in-286151 ## Quick answers **How is Integrated Planning & Wealth Management, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Integrated Planning & Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). **Where is Integrated Planning & Wealth Management, LLC located?** Integrated Planning & Wealth Management, LLC's principal office is in Carmel, IN, according to its Form ADV. **Is Integrated Planning & Wealth Management, LLC registered with the SEC or a state?** Integrated Planning & Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 286151. **How much does Integrated Planning & Wealth Management, LLC manage?** Integrated Planning & Wealth Management, LLC reports $119,404,994 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (87% discretionary). **How have Integrated Planning & Wealth Management, LLC's assets and staff changed since 2024?** In the Form ADV data for Integrated Planning & Wealth Management, LLC: Regulatory assets under management: $68,121,260 in the October 2024 data and $119,404,994 in the October 2026 data, up 75%. Total employees: 5 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Integrated Planning & Wealth Management, LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); pension and profit sharing plans (but not the plan participants or government pension plans) (33); high net worth individuals (32). **Which custodians does Integrated Planning & Wealth Management, LLC use?** Integrated Planning & Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Integrated Planning & Wealth Management, LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286151 **What changed in Integrated Planning & Wealth Management, LLC's recent Form ADV filings?** In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $80,397,503 to $119,404,994 (+49%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $119,404,994 - Discretionary: $103,412,893 - Non-discretionary: $15,992,101 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 104 | $37,263,558 | | High net worth individuals | 32 | $68,746,277 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $13,395,159 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Pension consulting services - Selection of other advisers (including private fund managers) ### Firm details - Registered since: 2024 (2 years) - Employees: 7 total, 4 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, FL, HI, IL, IN, KS, LA, MI, NC, NE, NH, OH, OR, PA, SC, TX, VA, WA, WI - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - integratedpwm.com - Facebook @IntegratedPWM - LinkedIn @acmejla - X @acmejla ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2024 | $68,121,260 | 5 | June 25, 2024 | | October 2025 | $80,397,503 | 6 | June 26, 2025 | | October 2026 | $119,404,994 | 7 | March 30, 2026 | Regulatory assets under management: $68,121,260 in the October 2024 data and $119,404,994 in the October 2026 data, up 75%. Total employees: 5 in October 2024 and 7 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Employees performing advisory functions went from 3 to 4. - Regulatory assets under management went from $80,397,503 to $119,404,994 (+49%). ### January 2026 - Employees performing advisory functions went from 4 to 3. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Planning & Wealth Management, LLC (CRD 286151): Form ADV filing data as of October 2026.