{"url":"https://nivawealth.com/firms/integrated-planning-and-wealth-management-286151","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286151","regulatoryAum":119404994,"crd":"286151","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5334664","suffix":null,"lastName":"BOHNSACK","firstName":"JOHN","middleName":"ROBERT"},{"crd":"5454605","suffix":null,"lastName":"CMEJLA","firstName":"ADAM","middleName":"FRANK"},{"crd":"7548877","suffix":null,"lastName":"FITCHET","firstName":"DYLAN","middleName":"MICHAEL"},{"crd":"7285825","suffix":null,"lastName":"Skowronek","firstName":"Kathleen","middleName":null}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-25","regulatoryAum":68121260,"clients":123,"employees":5,"offices":3},{"filedOn":"2025-06-26","regulatoryAum":80397503,"clients":133,"employees":6,"offices":4},{"filedOn":"2026-03-30","regulatoryAum":119404994,"clients":169,"employees":7,"offices":4}],"secFileNumber":"801-130748","legalName":"Integrated Planning & Wealth Management, LLC","displayName":"Integrated Planning & Wealth Management","slug":"integrated-planning-and-wealth-management-286151","website":"https://integratedpwm.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/286151/0e29271d0cfeeba4-r1.webp","tone":"light","width":927,"height":200,"sourceUrl":"https://integratedpwm.com/","sourceLabel":"Integrated Planning & Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Indiana limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"24 July 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":779484.0808823529,"staff":{"employees":7,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":119404994,"discretionary":103412893,"discretionaryAccounts":434,"nonDiscretionary":15992101,"nonDiscretionaryAccounts":34,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":38},"clientTypes":[{"label":"Individuals (other than HNW)","clients":104,"regulatoryAum":37263558},{"label":"High-net-worth individuals","clients":32,"regulatoryAum":68746277},{"label":"Pension and profit-sharing plans","clients":33,"regulatoryAum":13395159}],"feePrograms":[{"role":"main","program":"Assets Under 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negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030925","versionId":1030925,"submittedOn":"2026-03-30","documentName":"2026-03-30 INTEGRATED PLANNING & WEALTH MANAGEMENT FORM ADV PART 2A"},{"role":"other","program":"Held-Away Assets","summary":"Held-away assets designated to be under management are charged a flat asset-based fee of 0.75% per annum, billed quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030925","versionId":1030925,"submittedOn":"2026-03-30","documentName":"2026-03-30 INTEGRATED PLANNING & WEALTH MANAGEMENT FORM ADV PART 2A"},{"role":"other","program":"Pension Consulting","summary":"Pension consulting fees generally range from 0.25% to 0.50% per annum of plan assets, billed monthly or quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030925","versionId":1030925,"submittedOn":"2026-03-30","documentName":"2026-03-30 INTEGRATED PLANNING & WEALTH MANAGEMENT FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:39:51.066781+00:00","documents":[{"name":"2026-03-30 INTEGRATED PLANNING & WEALTH MANAGEMENT FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030925","versionId":1030925,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":119404994}],"custodyNote":"Integrated Planning & Wealth Management has custody of $106M in client assets for 130 clients.","otherCustodians":[],"leadership":[{"name":"Adam Cmejla","title":"Managing Member/Chief Compliance Officer","crd":"5454605"}],"ownership":[{"label":"Adam Cmejla","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since November 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":3},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"317-706-4748","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":87},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/286151/PDF/286151.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030925","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Integrated Planning & Wealth Management have?","answer":"Integrated Planning & Wealth Management has 169 clients and manages $119 million for them, as of March 2026. They include 104 individual clients, 33 pension and profit-sharing plans, and 32 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Integrated Planning & Wealth Management offer?","answer":"Integrated Planning & Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Integrated Planning & Wealth Management charge?","answer":"Integrated Planning & Wealth Management charges 0.35%–1.25% a year for its Assets Under Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.","source":"2026-03-30 INTEGRATED PLANNING & WEALTH MANAGEMENT FORM ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Integrated Planning & Wealth Management use?","answer":"Integrated Planning & Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $119M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Integrated Planning & Wealth Management have?","answer":"Integrated Planning & Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Integrated Planning & Wealth Management invest in?","answer":"At the end of its last fiscal year, Integrated Planning & Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 6% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Integrated Planning & Wealth Management?","answer":"Integrated Planning & Wealth Management’s direct owner is Adam Cmejla (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Integrated Planning & Wealth Management get paid?","answer":"Integrated Planning & Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Integrated Planning & Wealth Management?","answer":"Its phone number is 317-706-4748. Its website is integratedpwm.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}