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INTEGRATED WEALTH SOLUTIONS, LLC
CRD 172483
195 ROUTE 9 SOUTH, SUITE 204, MANALAPAN, NJ, 07726, United States
Phone
7328384770
Fax
732-536-5555
Registration
— (—)
Source
State registered
Total AUM
$9.3M
Discretionary AUM
$9.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.3M |
| High net worth individuals | 6 | $7.0M |
| Corporations/business entities | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD