RIA Intel›Advisers›Pennsylvania›INTEGRATED WEALTH SOLUTIONS, LLC

INTEGRATED WEALTH SOLUTIONS, LLC

Advisory

YORK, PA

Data as of Aug 11, 2026 · Source: SEC Form ADV

Rank in PA

#833

of 1,528 advisers by AUM

Average account

$129K

across 883 accounts

AUM per adviser

$14M

8 advisers

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM

$114M

Discretionary %

100%

Clients

306

Employees

8

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$114M

Discretionary AUM$114M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients306

Team

Total Employees8

Investment Advisers8

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, PA

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.

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Owners & Officers

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

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Client Demographics

306 clients

50 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 PA

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

SFC ASSET MANAGEMENT INC

STATE COLLEGE, PA

$114M

-5.5% 1Y

ARX PRIVATE WEALTH

LANCASTER, PA

$114M

PALLADIEM LLC

BRYN MAWR, PA

$115M

-21.1% 1Y

WHEATLAND ADVISORS INC

LANCASTER, PA

$115M

-29.9% 1Y

BASSETT HARGROVE INVESTMENT COUNSEL, LLC

CHADDS FORD, PA

$115M

+13.1% 1Y

SMART FINANCIAL ADVISORS, LLC

DEVON, PA

$112M

+14.1% 1Y

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