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Integrated Wealth Management Solutions, LLC
INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC is an SEC-registered investment adviser. The firm manages approximately $5 million in regulatory assets.
Integrated Wealth Management Solutions, LLC
INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC is an SEC-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Integrated Wealth Management Solutions?
The firm has not publicly identified its principals or investment committee. As a registered investment advisor, investment decisions are likely made by a team of advisors with fiduciary duty to clients.
Is Integrated Wealth Management Solutions structured as a single family office or a multi-family office?
The firm presents itself as a multi-family office. It serves multiple high-net-worth families, distinguishing it from a single-family office that manages one family's wealth.
Does Integrated Wealth Management Solutions participate in fund commitments or direct deals?
The firm's public profile suggests it focuses on portfolio management and financial planning rather than direct private investments or fund sponsorships. It appears to allocate client capital through traditional investment vehicles.
What investment stages does Integrated Wealth Management Solutions typically target?
The firm does not disclose specific stage preferences. As an RIA, it likely invests across liquid asset classes, balancing growth and income for clients, with no public emphasis on venture or growth equity.
How is Integrated Wealth Management Solutions related to any parent or affiliate?
No parent or affiliate relationships are on public record. The firm operates independently as a limited liability company.
Where does the underlying wealth come from for clients of Integrated Wealth Management Solutions?
The firm does not disclose client wealth origin. As a multi-family office, its clients are likely high-net-worth individuals with wealth from diverse sources including business ownership, investments, and inheritance.
Does Integrated Wealth Management Solutions maintain philanthropic structures?
No philanthropic structures or separate foundations are publicly associated with the firm. It operates solely as a wealth management advisory.
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.
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