SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Integrated Wealth Strategies, LLC
Austin, TX
CRD 155254
Firm filing updated March 31, 2026 ·
- $151.7MAssets
- 3Advisory staff
- 546Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals203
- High net worth individuals45
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 203 | $55.1 million |
| High net worth individuals | 45 | $96.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $281 |
| Charitable organizations | Fewer than 5 clients | $74,769 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$151.7 million
- Accounts546
- DiscretionaryAll accounts
People
- Employees7
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 155254, SEC file 801-116732.
- Registered with the SEC as an investment advisor (status date on record: June 3, 2019).
Is Integrated Wealth Strategies, LLC a fiduciary?
Short answer: Integrated Wealth Strategies, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.