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INTEGRATED WEALTH SOLUTIONS, LLC
CRD 334422
2215 E. MARKET ST, YORK, PA, 17402, United States
Phone
717-578-2892
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$52.9M
Discretionary AUM
$52.9M
Team
8 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $25.9M |
| High net worth individuals | 17 | $20.4M |
| Corporations/business entities | 6 | $6.6M |
All web addresses on file
Official SEC filing: View on IAPD