Integrated Wealth Strategies, LLC

Integrated Wealth Strategies, LLC (CRD# 155254) is a financial advisory firm headquartered in Austin, TX. They manage $93,178,000 in 294 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $316,932
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Integrated Wealth Strategies, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Daniel C. Caswell
CRD#: 4541666
1717 West Sixth Street, Suite 108, Austin, TX 78703
93
Wealthminder
score

Daniel Caswell (CRD# 4541666) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 15 years of experience in the finance industry.

2
Kenneth D. Jacobson
CRD#: 5833128
1717 West Sixth Street, Suite 108, Austin, TX 78703
93
Wealthminder
score

Kenneth Jacobson (CRD# 5833128) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 7 years of experience in the finance industry.

3
Richard A. Lewins
CRD#: 722742
7920 Belt Line Road, Suite 650, Dallas, TX 75254
93
Wealthminder
score

Richard Lewins (CRD# 722742) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Dallas, TX and has over 37 years of experience in the finance industry.

4
Kira L. Scott
CRD#: 3246298
1717 West Sixth Street, Suite 108, Austin, TX 78703
93
Wealthminder
score

Kira Scott (CRD# 3246298) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 18 years of experience in the finance industry.

5
Anita L. Wiggins
CRD#: 1435530
1717 West Sixth Street, Suite 108, Austin, TX 78703
93
Wealthminder
score

Anita Wiggins (CRD# 1435530) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 9 years of experience in the finance industry.

6
Austin T. Caswell
CRD#: 5806108
1717 West Sixth Street, Suite 108, Austin, TX 78703
88
Wealthminder
score

Austin Caswell (CRD# 5806108) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has 1 year of experience in the finance industry.

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