Integrated Wealth Strategies, LLC
Integrated Wealth Strategies, LLC is an SEC-registered mass-market adviser in Austin, TX with $151.7M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Integrated Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155254, SEC 801-116732, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $151.7M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Austin, TX
- Employees
- 7
- Clients
- 252
- CRD
- 155254
- Ownership
- WIGGINS, ANITA, LYNNE; CASWELL, DANIEL, CLAYTON; CASWELL, AUSTIN, T
How much AUM does Integrated Wealth Strategies, LLC have?
Integrated Wealth Strategies, LLC reported $151.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Integrated Wealth Strategies, LLC?
Disclosed owners and executives of Integrated Wealth Strategies, LLC include WIGGINS, ANITA, LYNNE, CASWELL, DANIEL, CLAYTON, CASWELL, AUSTIN, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.