Integrated Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrated Wealth Strategies offers wealth management, investment management, and financial planning services to individuals and their families. The firm generally works with clients who meet its account minimum but may adjust that threshold on a case‑by‑case basis, and it delivers both one‑time and ongoing planning engagements.
The firm integrates financial planning into investment management and applies modern portfolio theory, goal‑based investing, and asset/liability matching when constructing portfolios of stocks, bonds, mutual funds, ETFs, and cash equivalents; it typically implements investment decisions on a discretionary basis. IWS operates on a fee‑only basis and uses fixed‑fee arrangements for its financial planning engagements while employing a mix of passive and active strategies tailored to client objectives.
Noteworthy features in the brochure include complimentary educational seminars for groups and a stated practice of generally requiring ongoing financial planning as the framework for investment and distribution decisions—elements that are uncommon among firms in this category. The brochure describes only client‑facing portfolio management and planning services and does not disclose any private‑fund advisory activities or sales‑based compensation; the firm was formed and registered in 2026.
Client services
Expertise
Fee options
One-Time Financial Planning fixed fee up to $12,000 depending on scope and complexity.
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
Ongoing Financial Planning fees paid quarterly in arrears ranging from $1,500 to $3,000 per quarter ($6,000 to $12,000 annually).
Account minimum: $1,000,000 Minimum fee: $10,000 minimum fee for One-Time Financial Planning, Ongoing Financial Planning, and Wealth Management Fee-only: One-Time Financial Planning up to $12,000 fixed fee; Ongoing Financial Planning $6,000 to $12,000 annually ($1,500 to $3,000 quarterly). Fees negotiable.
Main office
10185 Park Meadows Drive
Lone Tree CO 80124
Advisors at this office
1
Most active in
Colorado
Also doing business as
Integrated Wealth Strategies · Integrated Wealth Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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