INTEGRATED WEALTH SOLUTIONS, LLC

INTEGRATED WEALTH SOLUTIONS, LLC of YORK, PA is an SEC-registered investment adviser (CRD 334422). Regulatory assets under management: $52.9M.

Registration

• CRD: 334422
• Type: Registered investment adviser
• Location: 2215 E. MARKET ST, YORK, PA, 17402
• Phone: 717-578-2892
• Latest filing: 2026-05-25
• Regulatory AUM: $52.9M
• Discretionary AUM: $52.9M
• Clients: 8
• Accounts: 488

Business model

Compensation: % of AUM, 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 334422 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search