Integrated Wealth Solutions, Llc
- Regulatory AUM
- $114M
- Discretionary
- $114M
- Clients
- 306
- Avg AUM / client
- $373K
- Accounts
- 883
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 250 | $55.0M | 48.2% |
| High net worth individuals | 50 | $55.0M | 48.2% |
| Corporations and other businesses | 6 | $4.0M | 3.51% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michelle Wilkinson | Registered representative | Jan 2025 (2y) | ||
| Richard Wilkinson | Registered representative | Jan 2025 (2y) | ||
| Christopher David Albright | Registered representative | Mar 2025 (1y) | ||
| Trent Thomas Heckman | Registered representative | Mar 2025 (1y) | ||
| James Morgan Shaffer | Registered representative | Aug 2025 (1y) | ||
| Michael E Hoyt | Registered representative | Feb 2026 (0y) | ||
| Jacob C Kent | Registered representative | Apr 2026 (0y) | ||
| Jackson Conner Mascari | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/25/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $46.6M (88% of AUM) May 2026
- Charles Schwab & Co. $6.3M (12% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 11, 2026.
View current Form ADV (SEC/IAPD) ↗