Assets Under Management
$140.5M
Number of Clients
250
Number of Advisors
2
Average Client AUM
$562K
AUM per Advisor
$70.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Integrated Wealth Strategies, LLC (IWS) offers personalized financial planning and investment management to high net worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. IWS provides investment supervisory services and financial planning through consultations.
9442 N Capital Texas Hwy, Plaza 1, Suite 150, Austin, TX, 78759