Updated:
Integrated Wealth Advisory Services
Integrated Wealth Advisory Services opened in Overland Park in 1984. Craig Splan, Tray Wiltse, and Bill Day own the firm. It manages capital for individuals,...
Integrated Wealth Advisory Services
Integrated Wealth Advisory Services opened in Overland Park in 1984. Craig Splan, Tray Wiltse, and Bill Day own the firm. It manages capital for individuals, families, and business owners concentrated in the Kansas City metro. The firm constructs multi-asset portfolios spanning public equities, fixed income, direct real estate, and private credit. Its real estate exposure includes income-producing commercial properties in the Midwest. On the private credit side, the firm evaluates direct lending opportunities to middle-market operators. The public-markets sleeve uses individual securities and low-cost funds, with a tilt toward dividend-payers and value names. The firm operates from a single office in Overland Park. Team size has not been publicly disclosed. Integrated Wealth Advisory Services does not appear to run a proprietary fund vehicle; the model is separate accounts. The firm maintains a relationship with Charles Schwab for custody and trading. No adjacent foundation, operating company, or club membership has been publicly reported. As an owner-operated registered investment adviser with no outside institutional backing, the firm's governance is concentrated in its three principals. This structure lets the firm avoid asset-gathering targets that shape decisions at larger bank-owned wealth managers. Leadership continuity, however, rests on a small ownership group with no public succession plan.
General information
Firm type
Bank / Wealth / Trust
Year founded
1984
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Overland Park
Corporate office
Overland Park, KS, United States
Principals
Craig Splan
Owner
Tray Wiltse
Owner
Bill Day
Owner
Sector focus
Frequently asked questions
Who makes investment decisions at Integrated Wealth Advisory Services?
Craig Splan, Tray Wiltse, and Bill Day own the firm and oversee investment decisions collectively. Their specific investment committee structure has not been publicly detailed. The firm operates as a registered investment adviser with the SEC, which requires a formal compliance and advisory framework.
Does Integrated Wealth Advisory Services run a proprietary fund, or does it use separate accounts?
The firm uses separately managed accounts rather than a pooled fund vehicle. Each client portfolio is built individually, reflecting the owner-operated nature of the practice. This structure gives clients direct ownership of underlying securities and real estate assets, with Charles Schwab providing custody services.
What is Integrated Wealth Advisory Services' approach to real estate investing?
The firm includes direct real estate in client portfolios, with a focus on income-producing commercial properties. Based on its Overland Park location, much of this activity is concentrated in the Kansas City metropolitan area and broader Midwest. The firm evaluates individual property acquisitions rather than investing through REITs or real estate funds.
How does Integrated Wealth Advisory Services generate revenue?
As a registered investment adviser, the firm likely charges a fee based on a percentage of assets under management. Public records do not disclose its specific fee schedule. The firm does not appear to sell proprietary financial products or earn commissions from third-party product providers.
Is Integrated Wealth Advisory Services related to any larger financial institution?
No. The firm is independently owned by its three principals and has no disclosed parent company. It is not part of a bank, trust company, or national wealth management platform. Its independence is a structural feature of the practice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: