# Integrated Wealth Planners LLC

> Integrated Wealth Planners LLC is a state-registered investment advisory firm in Oak Brook, IL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 19, 2024.

- CRD: 309917
- Filed as: INTEGRATED WEALTH PLANNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oak Brook, IL
- Filing period: October 2026
- Form ADV filing dated: June 19, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309917
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-wealth-planners-llc-oak-brook-il-309917

## Quick answers

**How is Integrated Wealth Planners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Wealth Planners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions.

**Where is Integrated Wealth Planners LLC located?**
Integrated Wealth Planners LLC's principal office is in Oak Brook, IL, according to its Form ADV.

**Is Integrated Wealth Planners LLC registered with the SEC or a state?**
Integrated Wealth Planners LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309917.

**How much does Integrated Wealth Planners LLC manage?**
Integrated Wealth Planners LLC reports $1,330,000 in regulatory assets under management in its Form ADV filing dated June 19, 2024 (100% discretionary).

**What types of clients does Integrated Wealth Planners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35).

**Does Integrated Wealth Planners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309917

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $1,330,000
- Discretionary: $1,330,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $1,330,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @l.php

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Wealth Planners LLC (CRD 309917): Form ADV filing data as of October 2026.