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INVESTMENT & TAX STRATEGIES, INC.

· CRD 157717 · IAPD ↗ · 262-886-2914

$118.0MRegulatory AUM
1Advisory reps
1Employees
350Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — INVESTMENT & TAX STRATEGIES, INC. (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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