Integrated Wealth Solutions, LLC

EST. AUM
$114,000,000

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Firm Details

Metro area Harrisburg
CRD Number 334422
Website iwswealth.com
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Overview

Integrated Wealth Solutions, LLC is an independent registered investment advisory firm based in York, Pennsylvania. The firm provides personalized wealth management and retirement-focused financial planning, including investment advisory services, retirement-income planning, risk management, tax-aware strategies, estate and legacy coordination, and insurance-related planning. Its latest reported regulatory assets under management are approximately $52.9 million across 488 accounts.

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See in Dakota

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See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Integrated Wealth Solutions, LLC

Platform Details

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