Integrated Wealth Strategies

Integrated Wealth Strategies (CRD# 141673) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $57,994,429 in 129 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.


Financial Advisors at Integrated Wealth Strategies
Showing 1 - 1 of 1 top financial advisors.
Gerald G. Holman
CRD#: 1040165
2795 East Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121

Gerald Holman (CRD# 1040165) is an Investment Advisor Representative working at Integrated Wealth Strategies in Salt Lake City, UT and has over 32 years of experience in the finance industry. Gerald Holman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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