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Integrated Private Wealth

EST. AUM
$1,000,000,000

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Firm Details

Metro area Seattle
CRD Number
Website integratedpwm.com
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Overview

Integrated Private Wealth is a specialized wealth management platform serving business owners and affluent families navigating business sales, recapitalizations, liquidity events, and post-transaction wealth management. The firm provides integrated planning, tax strategy, investment management, estate planning coordination, and family-office style services. It operates as a brand of Integrated Partners and is led by Homer Smith.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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