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INTEGRATED WEALTH STRATEGIES, LLC
CRD 155254 · SEC 801-116732
11044 RESEARCH BLVD.,, SUITE A-400, AUSTIN, TX, 78759, United States
Phone
512-291-6391
Fax
512-291-6408
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.7M
Discretionary AUM
$151.7M
Team
7 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $55.1M |
| High net worth individuals | 45 | $96.6M |
| Pension/profit sharing plans | 2 | $281 |
| Charitable organizations | 2 | $75K |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD