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Integrated Wealth Solutions
Integrated Wealth Solutions, LLC is an SEC-registered investment adviser in York, PA. The firm manages approximately $53 million in regulatory assets.
Integrated Wealth Solutions
Integrated Wealth Solutions, LLC is an SEC-registered investment adviser in York, PA. The firm manages approximately $53 million in regulatory assets. It has 8 employees and 8 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
—
Corporate office
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Frequently asked questions
Who makes investment decisions at Integrated Wealth Solutions?
No named principals are publicly associated with the firm. The leadership structure is not disclosed in regulatory filings or public sources.
Is Integrated Wealth Solutions a single or multi-family office?
The firm operates as a multi-family office, serving multiple families rather than a single founder or dynasty. Its RIA registration supports this structure.
What is the firm's investment approach?
The firm provides tailored wealth management, including asset allocation, estate planning, and tax strategy. Specific asset-class or sector preferences are not publicly documented.
Does Integrated Wealth Solutions make direct investments or fund commitments?
No public information is available about direct deals or fund investments. The firm likely acts as an advisor rather than a direct investor, given its RIA status.
Where is Integrated Wealth Solutions based?
The firm's headquarters location is not listed in public records or its RIA filings. The company is registered in the United States.
How does the firm source proprietary deal flow?
There is no public evidence of proprietary deal flow or an investment team sourcing transactions. The firm's advisory role may limit direct deal involvement.
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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