Integrated Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$151,618,423
Clients
248
Advisors
2
of 7 employees
About
Integrated Wealth Strategies provides holistic financial planning and discretionary investment management to high‑net‑worth individuals, families, trusts, pension and profit‑sharing plans, and business clients. In addition to portfolio management, the firm offers financial planning and consulting, coordinates with outside professionals, and can recommend third‑party money managers.
The firm documents client goals in an Investment Policy Statement and implements portfolios using asset allocation guided by modern portfolio theory alongside fundamental, technical, and cyclical analysis; it also recommends outside managers’ algorithmic “core” model portfolios made up of mutual funds and ETFs. Accounts are typically managed on a discretionary basis, monitored for drift, and reviewed in person, by phone, or in writing at least annually or more frequently as conditions change.
Distinctive features include principals’ outside business activities: a managing member operates a CPA practice and is part owner of an insurance agency, and the firm’s advisers are licensed insurance agents; those affiliations can result in separate commissions or fees for insurance and tax services and are disclosed as potential conflicts. The firm manages about $151.7 million across roughly 248 client relationships with two advisors, accepts accounts without a stated minimum, and generally leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees typically $5,000 and may be higher up to $25,000 depending on complexity
1.50% to 0.25% annually (tiered based on total assets under management)
Minimum $300 per hour, based on complexity and unique client needs
Fee-only: Financial planning fixed fees typically $5,000 up to $25,000 based on complexity; hourly fees $300 per hour minimum
Main office
11044 Research Blvd., Suite A 400
Austin TX 78759
Advisors at this office
2
Most active in
Texas
Also doing business as
Integrated Wealth Strategies, LLC · Pecan Street Wealth Management Partners, LLC · Pecan Street Wealth Management, LLC · Wealth Advise
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.
Quick links
Advisors at this firm
Daniel C
Series 63, Series 65
Austin, TX
Integrated Wealth Strategies, LLC
Daniel Caswell is a financial advisor with Integrated Wealth Strategies, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been affiliated with Lion Street since 2013, where he is a part owner and sells fixed insurance products. Outside of advisory work, he is involved in leasing office space and subletting to an attorney. Integrated Wealth Strategies serves a diverse client base including individuals, high-net-worth households, trusts, and business owners, offering comprehensive financial planning and discretionary portfolio management. The firm utilizes a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, providing discretionary trading and oversight along with third-party manager recommendations.
Austin C
Series 65
Austin, TX
Integrated Wealth Strategies, LLC
Austin Caswell is a financial advisor at Integrated Wealth Strategies, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Integrated Wealth Strategies since 2013. The firm provides holistic financial planning and discretionary investment management to high-net-worth individuals, families, trusts, pension and profit-sharing plans, and business clients. Integrated Wealth Strategies implements portfolio management guided by modern portfolio theory and incorporates fundamental, technical, and cyclical analysis, while also recommending third-party money managers.
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