INTEGRATED WEALTH SOLUTIONS, LLC

Overview

Integrated Wealth Solutions, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individuals and families as well as some institutional clients, operating with a mix of percentage-of-AUM and fixed-fee billing. Its advisory work emphasizes financial planning, selecting other advisers on clients’ behalf, and delivering educational seminars or workshops. The firm also conducts insurance brokerage and maintains an affiliation with a law practice, reflecting a cross-disciplinary service set. Integrated Wealth Solutions identifies as a capital allocator but does not position itself as an ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives