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| Integrated Wealth Strategies LLC
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| |
|---|---|
| CRD # | 155254 |
| SEC # | 801-116732 |
| CIK # | |
| AUM | $103.8 MM (2024-03-13) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 512-291-6391 |
| Address | 9442 N Capital Texas Hwy Austin, TX 78759 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 35.4 |
| (b) Individuals (high net worth individuals) | 41 | 66.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 497 | 103.8 |
| By Discretionary | ||
| Discretionary | 497 | 103.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 497 | 103.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.8 | |
| Total | 497 | 103.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Modern Dollar Planning LLC
✚
|
MO | 0.1 |
|
Vanweelden Wealth Management LLC
✚
|
OH | 0.1 |
|
Tricapital Wealth Management Inc
✚
|
NC | 0.1 |
|
Sullivan Financial LLC
✚
|
CT | 0.1 |
|
Cosey Financial Services Inc
✚
|
TN | 0.1 |
|
Integrity Financial Advisors LLC
✚
|
MA | 0.1 |
|
Daviman Financial LLC
✚
|
IN | 0.1 |
|
Loyd Financial Management Inc
✚
|
CO | 0.1 |
|
Vistica Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Evolutionary Tree Capital Management LLC
✚
|
VA | 0.1 |