Integrated Wealth Strategies

Overview

Integrated Wealth Strategies is a Colorado-based limited liability company run by an individual owner. The firm focuses on client-facing advisory work: written services include financial planning, discretionary portfolio management for individuals and small businesses, and delivery of educational seminars and workshops. Compensation is a mix of asset-based fees and fixed-fee arrangements. The firm’s regulatory and operational profile is limited: it is classified as Unclassified in the source data, is not listed as a capital allocator, and is not identified as an active ESG investor. It’s also noted as a single-state operation rather than a multistate adviser, and the firm does not present itself as a pension consultant or as part of a related-adviser group.

Assets & Accounts

Location & Offices