Integrated Wealth Strategies, LLC

Integrated Wealth Strategies, LLC (CRD# 155254) is a financial advisory firm headquartered in Austin, TX. They manage $103,777,344 in 497 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $208,808
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Integrated Wealth Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Austin T. Caswell
CRD#: 5806108
9442 N Capital Texas Hwy, Plaza 1, Suite 150, Austin, TX 78759

Austin Caswell (CRD# 5806108) 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.

2
Daniel C. Caswell
CRD#: 4541666
9442 N Capital Texas Hwy, Plaza 1, Suite 150, Austin, TX 78759

Daniel Caswell (CRD# 4541666) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 21 years of experience in the finance industry.

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