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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Integrated Wealth Strategies LLC
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| CRD # | 155254 |
| SEC # | 801-116732 |
| CIK # | |
| AUM | $140.5 M (2025-03-31) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 512-291-6391 |
| Address | 9442 N Capital Texas Hwy Austin, TX 78759 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 46.9 |
| (b) Individuals (high net worth individuals) | 48 | 93.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 140.5 |
| By Discretionary | ||
| Discretionary | 524 | 140.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 524 | 140.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.5 | |
| Total | 524 | 140.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parable LLC
✚
|
FL | 0.1 |
|
Capital Financial LLC
✚
|
MD | 0.1 |
|
Luminist Capital LLC
✚
|
0.1 | |
|
Nardis Advisors LLC
✚
|
NY | 0.1 |
|
Williams Wealth Management Group Inc
✚
|
FL | 0.1 |
|
Good Steward Wealth Advisers LLC
✚
|
TN | 0.1 |
|
Pruneyard Financial Group Inc
✚
|
CA | 0.1 |
|
First American Asset Advisory LLC
✚
|
NY | 0.1 |
|
Dynamic Wealth Advisors
✚
|
AZ | 0.1 |
|
Summa Global Advisors LLC
✚
|
OR | 0.1 |