INTEGRATED WEALTH SOLUTIONS, LLC

RIASEC Registered

Total AUM

$52.9M

Discretionary

$52.9M

100% of AUM

Avg account

$108K

Accounts

488

Employees

Advisory reps

Firm details

Headquarters: YORK, Pennsylvania
CRD number: 334422
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals48.96%
HNWI38.56%
Corporations / Businesses12.48%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrated Wealth Solutions, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves a mix of individual and family clients alongside some institutional relationships. Its fee model combines a percentage-of-assets approach with fixed-fee arrangements, and its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm does not operate as a capital allocator or pension consultant, and it is not positioned as an active ESG investor. Services appear geared toward hands-on planning and portfolio management rather than running proprietary investment funds or large-scale institutional mandates.