Integrated Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Integrated Wealth Solutions reports 306 clients. They include 250 individual clients, 50 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 100.0% ($114M across 883 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 48% |
| High-net-worth individuals | 16% | 48% |
| Corporations and other businesses | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 250 | $55M | 48.2% | $220K |
| High-net-worth individuals | 50 | $55M | 48.2% | $1.1M |
| Corporations and other businesses | 6 | $4M | 3.5% | $667K |
| Total | 306 | $114M | 100% | $373K |
- Clients
- 250
- Regulatory AUM
- $55M
- AUM share
- 48.2%
- Avg. per client
- $220K
- Clients
- 50
- Regulatory AUM
- $55M
- AUM share
- 48.2%
- Avg. per client
- $1.1M
- Clients
- 6
- Regulatory AUM
- $4M
- AUM share
- 3.5%
- Avg. per client
- $667K
Total
- Clients
- 306
- Regulatory AUM
- $114M
- AUM share
- 100%
- Avg. per client
- $373K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Integrated Wealth Solutions charges up to 1.45% a year for its Asset management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting is a fixed fee of $1,500 to $3,000 depending on complexity, billed on completion of the plan.
It has 8 employees.
Leadership
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 8 insurance agents
Besides its headquarters, Integrated Wealth Solutions has 2 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 2651 Carnegie Road, YorkHQ
Contact and registration details
- Legal name
- Integrated Wealth Solutions, LLC
- Headquarters
- 2651 Carnegie Road, York, PA 17402
- Website
- Not reported
- Phone
- 717-313-2220
- SEC file
- 801-137270
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Integrated Wealth Solutions does not have custody of client assets.
At year end, Integrated Wealth Solutions’ separately managed accounts were largely in stocks (45%) and funds (45%).
What the accounts hold
- Stocks45%
- Funds45%
- Cash5%
- Other5%
- Structured investments, real estate5%
How many clients does Integrated Wealth Solutions have?
Integrated Wealth Solutions has 306 clients and manages $114 million for them, as of September 2026. They include 250 individual clients, 50 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Integrated Wealth Solutions offer?
Integrated Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Integrated Wealth Solutions charge?
Integrated Wealth Solutions charges up to 1.45% a year for its Asset management. The fee is billed in arrears and is negotiable.
Source: ADV 2A, filed 14 September 2026
How many financial advisors does Integrated Wealth Solutions have?
Integrated Wealth Solutions has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrated Wealth Solutions invest in?
At the end of its last fiscal year, Integrated Wealth Solutions’ separately managed accounts held 45% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 5% other. The 5% other category is described as: Structured Investments, Real Estate.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Integrated Wealth Solutions get paid?
Integrated Wealth Solutions is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Integrated Wealth Solutions?
Integrated Wealth Solutions’ main office is at 2651 Carnegie Road, York, PA 17402. Its phone number is 717-313-2220.