Integrated Wealth Management Solutions, LLC
RIAState Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$998K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289318
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.31%
- Individuals23.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrated Wealth Management Solutions, LLC operates as an independent registered investment advisor focused on providing financial planning services and portfolio management to individuals and families. The firm is structured as a limited liability company and is owned by an individual. With a client-centric approach, Integrated Wealth Management Solutions emphasizes personalized financial strategies tailored to meet the unique needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Cash & Cash Equivalents31%
- Public Funds/Mutual Funds25%
- Other10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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