Integrated Wealth Solutions, LLC registers with the SEC (York, PA)

New SEC-registered adviser · CRD 334422 · 801-137270 · effective 2026-09-11

Effective 2026-09-11. 8 employees (8 advisory), $114M regulatory AUM across 883 accounts. Notice-filed in MD, PA. Limited Liability Company (PA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.