Integrated Wealth Strategies, LLC
● SEC registered since 2019CRD 155254SEC# 801-116732Austin, TX
Reg. AUM
$151.7M
Employees
7
Accounts
546
Location
Austin, TX
Integrated Wealth Strategies, LLC assets under management
Integrated Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2019. It reports $151.7 million in regulatory assets under management and employs 7 people.
Integrated Wealth Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin T Caswell | Chief Compliance Officer | Under 5% | 2019 |
| Daniel Clayton Caswell Control | Managing Member | 50-75% | 2013 |
Frequently asked questions
How much does Integrated Wealth Strategies, LLC manage?
Integrated Wealth Strategies, LLC reports $151.7 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Wealth Strategies, LLC have?
Integrated Wealth Strategies, LLC reports 7 employees.
Where is Integrated Wealth Strategies, LLC located?
Integrated Wealth Strategies, LLC is based in Austin, TX and has been SEC-registered since 2019.
Does Integrated Wealth Strategies, LLC disclose fund performance?
Integrated Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11044 Research Blvd.,, Suite A-400, 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 |
Regulatory AUM
$151.7M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$151.7Mregulatory AUM
Discretionary $151.7M