SEC Form ADV

INTEGRATED WEALTH STRATEGIES, LLC

Registered Investment AdviserTX
$151.7M
Assets Under Management
546
Total Clients
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Registration Details

Accession
CRD-155254
Location
AUSTIN, TX
Filing Date
March 31, 2026
AUM
$151.7M
Total Clients
546
Amendment
No

About this Adviser

INTEGRATED WEALTH STRATEGIES, LLC is a registered investment adviser headquartered in AUSTIN, TX, managing approximately $151.7M in assets across 546 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.