INTEGRATED WEALTH STRATEGIES, LLC
CRD #155254 SEC #801-116732 AUSTIN, TX 512-291-6391
SEC Registered
Total AUM
$140.5M
Discretionary
$140.5M
Employees
7
Clients
0
Accounts
524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $140.5M | $140.5M | $0 | 7 | 0 |
| Mar 2024 | $103.8M | $103.8M | $0 | 7 | 0 |
| Mar 2023 | $90.7M | $90.7M | $0 | 5 | 0 |
| Mar 2022 | $119.3M | $119.3M | $0 | 2 | 0 |
| Aug 2021 | $174.1M | $170.6M | $3.5M | 4 | 0 |
| Mar 2021 | $174.1M | $170.6M | $3.5M | 4 | 0 |
| Mar 2021 | $174.1M | $170.6M | $3.5M | 5 | 0 |
| Nov 2020 | $162.3M | $156.4M | $6M | 5 | 0 |
| Jun 2020 | $162.3M | $156.4M | $6M | 5 | 0 |
| Jun 2020 | $162.3M | $156.4M | $6M | 5 | 0 |
| Jun 2020 | $162.3M | $156.4M | $6M | 5 | 0 |
| Mar 2020 | $162.3M | $156.4M | $6M | 5 | 0 |
| Jan 2020 | $143.3M | $132.7M | $10.6M | 5 | 244 |
| Dec 2019 | $143.3M | $132.7M | $10.6M | 5 | 244 |
| Oct 2019 | $143.3M | $132.7M | $10.6M | 5 | 244 |
| Sep 2019 | $143.3M | $132.7M | $10.6M | 5 | 244 |
| May 2019 | $143.3M | $132.7M | $10.6M | 5 | 244 |
DateMar 2025
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$90.7M
Discretionary$90.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$174.1M
Discretionary$170.6M
Non-Disc.$3.5M
Employees4
Clients0
DateMar 2021
Total AUM$174.1M
Discretionary$170.6M
Non-Disc.$3.5M
Employees4
Clients0
DateMar 2021
Total AUM$174.1M
Discretionary$170.6M
Non-Disc.$3.5M
Employees5
Clients0
DateNov 2020
Total AUM$162.3M
Discretionary$156.4M
Non-Disc.$6M
Employees5
Clients0
DateJun 2020
Total AUM$162.3M
Discretionary$156.4M
Non-Disc.$6M
Employees5
Clients0
DateJun 2020
Total AUM$162.3M
Discretionary$156.4M
Non-Disc.$6M
Employees5
Clients0
DateJun 2020
Total AUM$162.3M
Discretionary$156.4M
Non-Disc.$6M
Employees5
Clients0
DateMar 2020
Total AUM$162.3M
Discretionary$156.4M
Non-Disc.$6M
Employees5
Clients0
DateJan 2020
Total AUM$143.3M
Discretionary$132.7M
Non-Disc.$10.6M
Employees5
Clients244
DateDec 2019
Total AUM$143.3M
Discretionary$132.7M
Non-Disc.$10.6M
Employees5
Clients244
DateOct 2019
Total AUM$143.3M
Discretionary$132.7M
Non-Disc.$10.6M
Employees5
Clients244
DateSep 2019
Total AUM$143.3M
Discretionary$132.7M
Non-Disc.$10.6M
Employees5
Clients244
DateMay 2019
Total AUM$143.3M
Discretionary$132.7M
Non-Disc.$10.6M
Employees5
Clients244