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Building 2INTEGRATED WEALTH STRATEGIES, LLC

Map pinAUSTIN, TX
Phone512-291-6391
NotebookSEC #801-116732
Total AUM
$151.7M
Employees
7
Clients
252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11044 RESEARCH BLVD.,
SUITE A-400
AUSTIN
TX 78759
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
512-291-6391

ReceiptFinancials

Total AUM
$151.7M
Accounts
546
Discretionary
$151.7M
Accounts
546
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$55.1M
HNW Individual Clients
45
AUM
$96.6M
Pension/Profit Sharing Plan Clients
2
AUM
$281
Charitable Organization Clients
2
AUM
$74.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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