{
  "crd_number": 334422,
  "slug": "integrated-wealth-solutions-llc-york-pa-334422",
  "primary_business_name": "INTEGRATED WEALTH SOLUTIONS, LLC",
  "legal_name": "INTEGRATED WEALTH SOLUTIONS, LLC",
  "dbas": [
    "BLACKHAWK FINANCIAL GROUP",
    "EEP & ASSOCIATES LLC",
    "FIRM FOUNDATION WEALTH"
  ],
  "city": "York",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "49620",
  "metro": {
    "cbsa_code": "49620",
    "common_name": "York",
    "msa_name": "York-Hanover, PA",
    "path": "/advisors/pa/york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-09-11",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 114000000.0,
  "raum_discretionary": 114000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 55000000.0,
      "count": 250
    },
    "high_net_worth_individuals": {
      "raum": 55000000.0,
      "count": 50
    },
    "corporations_other_businesses": {
      "raum": 4000000.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD",
    "PA"
  ],
  "websites": [
    "https://buildffwealth.com",
    "https://iwswealth.com",
    "https://linkedin.com/company/blackhawk-financial-group-services",
    "https://linkedin.com/company/firm-foundation-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334422",
  "city_as_filed": "YORK",
  "url": "https://advisorcensus.com/firm/integrated-wealth-solutions-llc-york-pa-334422",
  "display_name": "Integrated Wealth Solutions, LLC",
  "summary": "Integrated Wealth Solutions, LLC is an SEC-registered investment advisory firm in York, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. Integrated Wealth Solutions, LLC (CRD 334422): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Integrated Wealth Solutions, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrated Wealth Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Integrated Wealth Solutions, LLC located?",
      "a": "Integrated Wealth Solutions, LLC's principal office is in York, PA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Integrated Wealth Solutions, LLC registered with the SEC or a state?",
      "a": "Integrated Wealth Solutions, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 334422."
    },
    {
      "q": "How much does Integrated Wealth Solutions, LLC manage?",
      "a": "Integrated Wealth Solutions, LLC reports $114,000,000 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Integrated Wealth Solutions, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (50); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Which custodians does Integrated Wealth Solutions, LLC use?",
      "a": "Integrated Wealth Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integrated Wealth Solutions, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334422"
    },
    {
      "q": "What changed in Integrated Wealth Solutions, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added the business name Firm Foundation Wealth. Added the business name EEP & Associates LLC. Added the business name Blackhawk Financial Group. Moved from state registration to SEC registration. Added an office in Camp Hill, PA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added the business name Firm Foundation Wealth.",
        "Added the business name EEP & Associates LLC.",
        "Added the business name Blackhawk Financial Group.",
        "Moved from state registration to SEC registration.",
        "Added an office in Camp Hill, PA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/integrated-wealth-solutions-llc-york-pa-334422.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 250,
      "fewer_than_5": false,
      "raum": 55000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 50,
      "fewer_than_5": false,
      "raum": 55000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 4000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334422",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}