INTEGRATED WEALTH ADVISORY SERVICES, INC.
CRD #115821 SEC #801-76345 OVERLAND PARK, KS 913-491-4908
SEC Registered Disclosures
Total AUM
$378.7M
Discretionary
$378.7M
Employees
7
Clients
0
Accounts
1,774
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $378.7M | $378.7M | $0 | 7 | 0 |
| Feb 2023 | $391M | $391M | $0 | 6 | 0 |
| Mar 2022 | $391M | $391M | $0 | 6 | 0 |
| Feb 2022 | $312M | $312M | $0 | 6 | 0 |
| Mar 2021 | $312M | $312M | $0 | 6 | 0 |
| Jan 2021 | $296.6M | $296.6M | $0 | 7 | 0 |
| Jun 2020 | $296.6M | $296.6M | $0 | 7 | 0 |
| Jun 2020 | $296.6M | $296.6M | $0 | 7 | 0 |
| Mar 2020 | $296.6M | $296.6M | $0 | 7 | 0 |
| Mar 2019 | $266.8M | $266.8M | $0 | 7 | 0 |
| Jun 2018 | $278.5M | $278.5M | $0 | 7 | 0 |
| May 2018 | $278.5M | $278.5M | $0 | 7 | 0 |
| Mar 2018 | $278.5M | $278.5M | $0 | 7 | 0 |
| Mar 2017 | $239.7M | $239.7M | $0 | 8 | 300 |
| Jun 2016 | $217.6M | $217.6M | $0 | 7 | 300 |
| Apr 2016 | $217.6M | $217.6M | $0 | 7 | 300 |
| Mar 2016 | $217.6M | $217.6M | $0 | 7 | 300 |
| Jun 2015 | $200.8M | $0 | $200.8M | 7 | 300 |
| Mar 2015 | $200.8M | $0 | $200.8M | 7 | 300 |
| Mar 2015 | $177.4M | $0 | $177.4M | 6 | 300 |
| Feb 2015 | $177.4M | $0 | $177.4M | 6 | 300 |
| Jun 2014 | $177.4M | $0 | $177.4M | 7 | 300 |
| Mar 2014 | $177.4M | $0 | $177.4M | 7 | 300 |
| Mar 2013 | $150.6M | $0 | $150.6M | 7 | 200 |
| Mar 2013 | $138.9M | $0 | $138.9M | 6 | 200 |
| Feb 2013 | $138.9M | $0 | $138.9M | 6 | 200 |
| Apr 2012 | $138.9M | $0 | $138.9M | 6 | 200 |
| Apr 2012 | $138.9M | $0 | $138.9M | 6 | 200 |
DateFeb 2023
Total AUM$378.7M
Discretionary$378.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$391M
Discretionary$391M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$391M
Discretionary$391M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$312M
Discretionary$312M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$312M
Discretionary$312M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$278.5M
Discretionary$278.5M
Non-Disc.$0
Employees7
Clients0
DateMay 2018
Total AUM$278.5M
Discretionary$278.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$278.5M
Discretionary$278.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees8
Clients300
DateJun 2016
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees7
Clients300
DateApr 2016
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees7
Clients300
DateMar 2016
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees7
Clients300
DateJun 2015
Total AUM$200.8M
Discretionary$0
Non-Disc.$200.8M
Employees7
Clients300
DateMar 2015
Total AUM$200.8M
Discretionary$0
Non-Disc.$200.8M
Employees7
Clients300
DateMar 2015
Total AUM$177.4M
Discretionary$0
Non-Disc.$177.4M
Employees6
Clients300
DateFeb 2015
Total AUM$177.4M
Discretionary$0
Non-Disc.$177.4M
Employees6
Clients300
DateJun 2014
Total AUM$177.4M
Discretionary$0
Non-Disc.$177.4M
Employees7
Clients300
DateMar 2014
Total AUM$177.4M
Discretionary$0
Non-Disc.$177.4M
Employees7
Clients300
DateMar 2013
Total AUM$150.6M
Discretionary$0
Non-Disc.$150.6M
Employees7
Clients200
DateMar 2013
Total AUM$138.9M
Discretionary$0
Non-Disc.$138.9M
Employees6
Clients200
DateFeb 2013
Total AUM$138.9M
Discretionary$0
Non-Disc.$138.9M
Employees6
Clients200
DateApr 2012
Total AUM$138.9M
Discretionary$0
Non-Disc.$138.9M
Employees6
Clients200
DateApr 2012
Total AUM$138.9M
Discretionary$0
Non-Disc.$138.9M
Employees6
Clients200