INTEGRATED WEALTH STRATEGIES, LLC

RIASEC RegisteredEst. 2019

Total AUM

$152M

Discretionary

$152M

100% of AUM

Avg account

$278K

Accounts

546

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 155254
Registered since: June 3, 2019
Website: www.integratedwealthstrategies.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.66%
Individuals36.29%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Integrated Wealth Strategies, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm is owner-operated and acts as a capital allocator for both individual/family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Integrated Wealth Strategies does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.