Founder · Integrated Wealth Management, Inc.
Edward M. Grosko
CRD 2732880 · Named on Form ADV at one SEC-registered adviser
At a glance
Integrated Wealth Management, Inc., an SEC-registered wealth manager based in Uniontown, OH with $254 million in regulatory assets, lists Edward M. Grosko on its Form ADV as Founder, a control person.
Firms and roles
- Integrated Wealth Management, Inc.FounderWealth manager · Uniontown, OH · $254M in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stephen S. JacksonChief Compliance Officer, Integrated Wealth Management, Inc.
- Benjamin D GroskoPresident, Integrated Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.