# Integrated Wealth Solutions

Integrated Wealth Solutions is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 334422
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334422

## About

Integrated Wealth Solutions, LLC is a SEC-registered investment adviser in York, PA. The firm manages approximately $53 million in regulatory assets. It has 8 employees and 8 investment advisers.

## 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.

### 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.

### 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.

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Last updated: 2026-08-14T12:30:00.000Z

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