Integrated Wealth Solutions, LLC

Overview

Integrated Wealth Solutions, LLC is a privately owned limited liability company operating as an independent registered investment adviser. The firm serves both individuals and families as well as institutional clients, charging clients via a percentage-of-AUM schedule and fixed fees. Its advisory offerings emphasize financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Integrated Wealth Solutions is not positioned as a capital allocator, does not identify as an active ESG investor, and does not serve as a pension consultant. The firm lists an insurance company affiliation among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices