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INTEGRATED FINANCIAL STRATEGIES, LLC

FORT LAUDERDALE, FL · CRD 165007 · IAPD ↗ · 954-526-8339

$0Regulatory AUM
0Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — INTEGRATED FINANCIAL STRATEGIES, LLC shrank from 5 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
April 2026 — INTEGRATED FINANCIAL STRATEGIES, LLC reported RAUM down 29% ($455.0M -> $322.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
51
June 2025 — INTEGRATED FINANCIAL STRATEGIES, LLC notice-filed in CT, MD, TN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2025 — INTEGRATED FINANCIAL STRATEGIES, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2024 — INTEGRATED FINANCIAL STRATEGIES, LLC notice-filed in PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — INTEGRATED FINANCIAL STRATEGIES, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — INTEGRATED FINANCIAL STRATEGIES, LLC notice-filed in NH, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — INTEGRATED FINANCIAL STRATEGIES, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — INTEGRATED FINANCIAL STRATEGIES, LLC reported RAUM up 36% ($292.0M -> $397.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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