Integrated Wealth Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,250,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
14
43% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
TypicalAverage account size
$660,714
About
Integrated Wealth Solutions provides investment management, financial planning, and comprehensive planning to individuals as well as trusts, estates, charitable organizations, corporations, 401(k) plans and other business entities. The brochure states the firm manages approximately $9.25 million in discretionary assets and offers account supervision guided by client objectives, written or electronic financial plans, and business-planning advice.
The firm emphasizes individualized investment policy statements and primarily uses passive investment management across asset classes (typically mutual funds and ETFs), while retaining discretionary authority and, where appropriate, engaging sub‑advisors and third‑party back‑office providers such as Forum Financial Management, Impact Partnership Wealth, and AE Wealth Management. Comprehensive planning clients receive ongoing monitoring under a retainer arrangement, and the firm recommends established custodians (for example, Schwab or Fidelity) for custody and trade execution.
A distinctive feature is that the firm’s owner is an actively practicing estate-planning attorney and owns an affiliated law firm, to which clients are commonly referred for estate and elder‑law services—a relationship the brochure discloses as a potential conflict of interest. The owner is also licensed to sell life and health insurance, the firm offers complimentary educational workshops for clients and families, and it explicitly accepts corporate/business clients and provides business-planning services, which are less common among similarly sized independent advisers.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Retired
Fee options
$1 - $2,000,000: 1.25% annually $2,000,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
Insurance-related product sales commissions paid to firm and/or representative; commissions do not offset advisory fees.
Fee-only: Comprehensive Financial Planning: $500 upfront plus $275 per month (paid monthly/quarterly in advance, negotiable). Financial Planning (Fixed Fee): $1,500 to $15,000, negotiable.
Main office location
Integrated Wealth Solutions, LLC
195 Route 9 South, Suite 204
Manalapan NJ 07726, United States
Number of offices
1
Most active in
Integrated Wealth Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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