Overview
Assets Under Management: $152 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 45
Average Client Assets: $2.1 million
Frequently Asked Questions
INTEGRATED WEALTH STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155254), INTEGRATED WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
INTEGRATED WEALTH STRATEGIES, LLC is headquartered in AUSTIN, TX.
INTEGRATED WEALTH STRATEGIES, LLC serves 45 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, INTEGRATED WEALTH STRATEGIES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
INTEGRATED WEALTH STRATEGIES, LLC manages $152 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, INTEGRATED WEALTH STRATEGIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.66%
Average Client Assets: $2.1 million
Total Client Accounts: 546
Discretionary Accounts: 546
Regulatory Filings
CRD Number: 155254
Filing ID: 2090229
Last Filing Date: 2026-03-31 19:07:33