Description of the Advisory Firm Integrated Wealth Management, Inc., is a registered investment adviser primarily based in Uniontown, Ohio. We were organized in June of 2006 as a corporation under the laws of the State of Ohio. Edward M. Grosko, President, Founder and 50% owner of Integrated Wealth Management, Inc. Benjamin D. Grosko is 50% owner of Integrated Wealth Management, Inc. The following paragraphs describe our services and fees. Please refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we", "our" and "us" refer to Integrated Wealth Management, Inc., and the words "you", "your" and "client" refer to you as either a client or prospective client of our firm. Wealth Management Services We offer Wealth Management Services, the goal of which is to structure a financial and investment plan designed to grow, preserve, and protect your assets. Our Wealth Management Services include financial planning, continuous financial management, and portfolio management service as described below. You may elect to retain us for the full spectrum of services offered or you may elect a single service, depending on your needs. We also offer ongoing wealth management services where you receive continuous coaching regarding the management of your financial resources for the forthcoming year, and advice tailored to your specific long-term goals including, but not limited to, business planning, development of corporate assets, and wealth accumulation. We offer an initial complimentary consultation in which pertinent information about your personal and financial circumstances and objectives are collected, and to determine the scope of the engagement. Wealth Management Services may include a written financial plan that addresses each of your unique circumstances and serves as a guide for financial implementation and asset allocation. Financial plans are based on your financial situation at the time the plan is presented. You are advised that certain assumptions may be made with respect to interest and inflation rates, as well as past trends, historical market performance, and the economy. Past performance is in no way an indication of future results. We cannot offer any guarantees or promises that your financial goals and objectives will be met. We ask that as your financial situation, goals, objectives, or needs change, that you promptly us. Portfolio Management Services As part of our Wealth Management Services, we may recommend that you engage our firm for Portfolio Management Services. We provide discretionary and non-discretionary Portfolio Management Services in accordance with your individual investment objectives. If you participate in our discretionary portfolio management services, you must grant our firm discretionary authority to manage your account, which is typically granted by the investment advisory agreement you sign with our firm. Subject to a grant of discretionary authorization, we have the authority and responsibility to formulate investment strategies on your behalf. This authorization includes deciding which securities to buy and sell, when to buy and sell, and in what amounts, in accordance with your investment program, without obtaining your prior consent or approval for each transaction.

You may limit our discretionary authority (for example, limiting the types of securities that can be purchased for your account) by providing our firm with your restrictions and guidelines in writing. If you enter into non-discretionary arrangements with our firm, we must obtain your approval prior to executing any transactions on behalf of your account. You have an unrestricted right to decline to implement any advice provided by our firm on a non-discretionary basis. We recommend that our clients allocate investment assets among the various mutual fund asset allocation models, underlying mutual funds, and/or independent investment manager programs offered through SEI Investments Company ("SEI"), Global Financial Private Capital, LLC ("Global Financial") American Funds, AE Wealth Management, Great-West Financial, The Vanguard Group, Brinker Capital, Mid Atlantic Capital Group, and AE Wealth Management. These are considered global asset management companies. Global asset management companies enable investment advisers such as our firm to offer programs that are not otherwise available to the general public. As part of its overall investment management program, they offer periodic rebalancing of each client's investment assets for the purpose of maintaining the assets in accordance with the client's previously designated percentage (%) asset allocations and investment objectives. Selection of Other Advisers We may also recommend that you use the services of a third-party money manager ("MM") to manage all, or a portion of, your investment portfolio. After gathering information about your financial situation and objectives, we may recommend that you engage a specific MM or investment program. Factors that we take into consideration when making our recommendation(s) include, but are not limited to, the following: the MM's performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We will monitor the MM(s)' performance to ensure its management and investment style remains aligned with your investment goals and objectives. Client Tailored Services and Client Imposed Restrictions We offer the same suite of services to all of our clients. Specific financial plans and their implementation are dependent upon your current situation (income, tax levels, and risk tolerance levels) and are used to construct your specific plan to aid in the selection of a portfolio that matches your restrictions, needs, and targets. You may impose restrictions in investing in certain securities or types of securities in accordance with your values or beliefs. However, if the restrictions deviate from our standard suite of services, we reserve the right to end the relationship. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, and certain other administrative fees. We recommend AE Wealth Management, which in turn manages a wrap fee program. We also recommend SEI Investments Company ("SEI") and Global Financial Private Capital, LLC ("Global Financial"), which will not manage accounts for our clients under a wrap fee program. Assets Under Management As of December 2023, we manage $ 139,241,673.00 in client assets on a discretionary basis and $ 0.00 on a non-discretionary basis.