# INTEGRATED WEALTH SOLUTIONS, LLC

INTEGRATED WEALTH SOLUTIONS, LLC of YORK, PA is an SEC-registered investment adviser.

## Registration

- CRD: 334422
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334422/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334422/similar
- Related entities: https://search.stillhousedata.com/firm/334422/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334422

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.