INTEGRATED WEALTH STRATEGIES, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 155254). Regulatory assets under management: $151.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Daniel Clayton Caswell | MANAGING MEMBER | — |
| Austin T Caswell | CHIEF COMPLIANCE OFFICER | — |
| WIGGINS ANITA LYNNE | MANAGING MEMBER | — |
| CASWELL DANIEL CLAYTON | MANAGING MEMBER | — |
| CASWELL AUSTIN T | CHIEF COMPLIANCE OFFICER | — |