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INTEGRATED WEALTH SOLUTIONS, LLC
CRD 334422File 801-137270
APPROVED
Retail clients
Filing as of Aug 11, 2026
Feed vintage Sep 12, 2026
Regulatory AUM
$114.0M
Bottom 25% of cohort (national)
Discretionary AUM
$114.0M
Clients
306
883 accounts
Employees
8
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 11, 2026
- Principal office
- 2651 CARNEGIE ROAD, YORK, PA, 17402
- Phone
- 717313-2220
- Website
- http://www.IWSWealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $114.0M
- Discretionary AUM
- $114.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 883
- Non-discretionary accounts
- 0
- Total accounts
- 883
- AUM per client
- $373K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $4.0M |
| High net worth individuals | 50 | $55.0M |
| Individuals (other than high net worth individuals) | 250 | $55.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTEGRATED WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRATED WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.