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INTEGRATED WEALTH STRATEGIES, LLC
9442 N Capital Texas Hwy
Plaza 1, Suite 150
Austin, Texas 78759
Tel: 512-291-6391
About INTEGRATED WEALTH STRATEGIES, LLC
INTEGRATED WEALTH STRATEGIES, LLC, formally registered with the SEC as INTEGRATED WEALTH STRATEGIES, LLC. The firm was established in 06/03/2019. They have over 1 offices throughout the country.
INTEGRATED WEALTH STRATEGIES, LLC is a Austin, Texas based Financial Planning firm with nearly $103,777,344 assets under management, offering retirement planning & investment advisory services to 497 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155254 |
| SEC# | 801-116732 |
| Assets Managed by Firm | $103,777,344 |
| No. of Clients | 497 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 497 | $103,777,344 |
| Individuals (other than high net worth individuals) | 184 | $35,385,145 |
| High net worth individuals | 41 | $66,879,714 |
| Pension and profit sharing plans | Fewer than 5 clients | $426 |
| Charitable organizations | Fewer than 5 clients | $1,512,059 |
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