# Integrated Wealth Management Solutions, LLC

> Integrated Wealth Management Solutions, LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2025.

- CRD: 289318
- Filed as: INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: February 25, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289318
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-wealth-management-solutions-llc-289318

## Quick answers

**How is Integrated Wealth Management Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Wealth Management Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Integrated Wealth Management Solutions, LLC registered with the SEC or a state?**
Integrated Wealth Management Solutions, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289318.

**How much does Integrated Wealth Management Solutions, LLC manage?**
Integrated Wealth Management Solutions, LLC reports $4,987,931 in regulatory assets under management in its Form ADV filing dated February 25, 2025 (100% discretionary).

**What types of clients does Integrated Wealth Management Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (1).

**Does Integrated Wealth Management Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289318

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,987,931
- Discretionary: $4,987,931
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,181,466 |
| High net worth individuals | 1 | $3,806,465 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @MICHAELREISIN

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Wealth Management Solutions, LLC (CRD 289318): Form ADV filing data as of October 2026.