Integrated Wealth Solutions, LLC

RIASEC RegisteredEst. 2026
Total AUM
$114M
Discretionary
$114M
100% of AUM
Avg account
$129K
Accounts
883
Employees
8
Advisory reps
8

Firm details

Headquarters
York, Pennsylvania
CRD number
334422
Registered since
September 11, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI48.25%
  • Individuals48.25%
  • Corporations / Businesses3.51%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrated Wealth Solutions, LLC is an independent registered investment adviser that began SEC registration in 2026 and is owned by an individual. The firm serves both individuals/families and institutional clients, and its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Compensation is charged via a mix of asset-based fees and fixed fees. The firm notes an affiliation with an insurance company and does not market itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 45%, Cash & Cash Equivalents 5%, Other 5%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds45%
  • Cash & Cash Equivalents5%
  • Other5%

Owners & executives

1 of 1
  • Richard Wilkinson

    Richard Wilkinson

    President, Chief Compliance OfficerCRD 6064871

Contacts

3 of 7
  • Michelle Wilkinson

    Michelle Wilkinson

    Vice PresidentCRD 6189133

  • James Shaffer

    James Shaffer

    Financial AdvisorCRD 6284327

  • Trent Heckman

    Trent Heckman

    Senior Wealth AdvisorCRD 6264926

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

York, PA

York

Location

York, PA

Headquartered in York, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
York
Address
2651 Carnegie Rd
Time zone
ET (UTC-5)
Office locations

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