| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin T Caswell | Chief Compliance Officer | Under 5% | 2019 |
| Daniel Clayton Caswell Control | Managing Member | 50-75% | 2013 |
Integrated Wealth Strategies, LLC reports $140.5 million in regulatory assets under management on its Form ADV.
Integrated Wealth Strategies, LLC reports 7 employees.
Integrated Wealth Strategies, LLC is based in Austin, TX and has been SEC-registered since 2019.
Integrated Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9442 N Capital Texas Hwy, Plaza 1, Suite 150, Austin, TX 78759 |
| Phone | 512-291-6391 |
| Fax | 512-291-6408 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $140.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $140.5M |