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INTEGRATED WEALTH SOLUTIONS, LLC

YORK, PA · CRD 334422 · IAPD ↗ · buildffwealth.com · 717313-2220

$114.0MRegulatory AUM
8Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — INTEGRATED WEALTH SOLUTIONS, LLC (YORK, PA) is newly SEC-registered with $114.0M RAUM and 8 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.