The following is a partial list of Integrated Wealth Management clients. The list was determined based on geographic proximity to office locations and it is not known whether these clients approve or disapprove of Integrated Wealth Management's services.





The information on this website is 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 the experience of advisory personnel. This form is publicly available and may be viewed at or by contacting John Wong at 866-888-6563 or For additional important disclosures please visit our Disclosure Page here.