INTEGRATED WEALTH STRATEGIES, LLC
SEC Form ADV profile.
Total regulatory AUM
$151,693,473
Discretionary
$151,693,473
Non-discretionary
$0
Firm details
- CRD number
- 155254
- SEC file number
- 801-116732
- Main office
- AUSTIN, TX, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.