INTEGRATED WEALTH SOLUTIONS, LLC

INTEGRATED WEALTH SOLUTIONS, LLC of MANALAPAN, NJ is an SEC-registered investment adviser (CRD 172483). Regulatory assets under management: $9.3M.

Registration

• CRD: 172483
• Type: Registered investment adviser
• Location: 195 ROUTE 9 SOUTH, MANALAPAN, NJ, 07726
• Phone: 7328384770
• Latest filing: 2026-04-28
• Regulatory AUM: $9.3M
• Discretionary AUM: $9.3M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172483 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search