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INTEGRATED WEALTH STRATEGIES, LLC

AUSTIN, TX · CRD 155254 · IAPD ↗ · yelp.com · 512-291-6391

$151.7MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2025 — INTEGRATED WEALTH STRATEGIES, LLC reported RAUM up 35% ($103.8M -> $140.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2024 — INTEGRATED WEALTH STRATEGIES, LLC changed its website from wealthadvise.com to yelp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.