INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC

INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 289318). Regulatory assets under management: $5.0M.

Registration

• CRD: 289318
• Type: Registered investment adviser
• Phone: 917-363-2156
• Latest filing: 2025-02-25
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289318 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search