RIA Intel›Advisers›New York›INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC

INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC

Advisory

NY

Data as of Feb 25, 2025 · Source: SEC Form ADV

Rank in NY

#5,429

of 5,722 advisers by AUM

Average account

$998K

across 5 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2025.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

WALL STREET ADVISORS, LLC

$5M

$5M

DIALECTIC CAPITAL MANAGEMENT, LP

$5M

H&C FINANCIAL SERVICES

$5M

2K CAPITAL L.L.C.

$5M

STERLING CAPITAL MANAGEMENT INC

$5M

Get the full picture on INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans