SEC Form ADV

INTEGRATED WEALTH STRATEGIES, LLC

Registered Investment AdviserTX
$151.7M
Assets Under Management
7
Employees
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Registration Details

Accession
crd-155254
Location
AUSTIN, TX
Filing Date
March 31, 2026
AUM
$151.7M
Institutional Clients
4
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

INTEGRATED WEALTH STRATEGIES, LLC is a registered investment adviser headquartered in AUSTIN, TX, managing approximately $151.7M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.