INTEGRATED WEALTH SOLUTIONS, LLC
SEC Form ADV profile.
Total regulatory AUM
$114,000,000
Discretionary
$114,000,000
Non-discretionary
$0
Firm details
- CRD number
- 334422
- SEC file number
- 801-137270
- Main office
- YORK, PA, United States
- Employees
- 8
- SEC status
- Approved
- Website
- http://www.BuildffWealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.