James Appelt

James Appelt

Co-Founder & Managing Partner

As a Principal and Co-Founder of Integrated Wealth Management, Jim brings over 25 years of profound experience in the investment industry and almost 40 years of financial planning. His illustrious career as an advisor, spanning since 1997, showcases his commitment to financial excellence and client-focused service. 

Jim holds a Bachelor's and Master's Degree in Accounting, underscoring his dedication to a strong academic foundation. His journey in the financial sector commenced in 1985, and he has consistently demonstrated a deep understanding on the intricate nuances of accounting. 

In 1995, Jim founded Appelt & Associates, marking the initiation of his entrepreneurial ventures. Prior to this, he laid groundwork for his career at Price Waterhouse. His extensive experience is a testament to his comprehensive grasp of accounting principles paired with wealth management strategies. 

Jim is an esteemed member of reputable professional organizations, including the Florida Institute of Certified Public Accountants (FICPA) and the American Institute of Certified Public Accountants (AICPA). 

Beyond professional accomplishments, Jim is a dedicated member of the community. He has contributed his leadership skills as President, Treasurer, and/or Director of various local civic organizations, Chamber of Commerce, The Long Center, the Special Olympics State Summer Games, several youth sports organizations, and the Morton Plant Foundation. He holds a strong belief in the importance of giving back to the community that he serves, all with his family by his side.