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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, AUSTIN, T | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| CASWELL, DANIEL, CLAYTON | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
| WIGGINS, ANITA, LYNNE | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
TX UT
Address
9442 N CAPITAL TEXAS HWYPLAZA 1, SUITE 150
AUSTIN, TX 78759
United States
Phone: 512-291-6391