# Integrated Wealth Strategies

> Integrated Wealth Strategies is a state-registered investment advisory firm in Lone Tree, CO, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 342632
- Filed as: INTEGRATED WEALTH STRATEGIES
- Legal name: Integrated Wealth Strategies, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lone Tree, CO
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342632
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-wealth-strategies-lone-tree-co-342632

## Quick answers

**How is Integrated Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Wealth Strategies 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.

**Where is Integrated Wealth Strategies located?**
Integrated Wealth Strategies' principal office is in Lone Tree, CO, according to its Form ADV.

**Is Integrated Wealth Strategies registered with the SEC or a state?**
Integrated Wealth Strategies is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342632.

**How much does Integrated Wealth Strategies manage?**
Integrated Wealth Strategies reports $0 in regulatory assets under management in its Form ADV filing dated September 4, 2026.

**Does Integrated Wealth Strategies 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/342632

**What changed in Integrated Wealth Strategies' recent Form ADV filings?**
In the October 2026 filing data: Newly registered with a state securities regulator.

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [integratedwealthstrategy.com](https://integratedwealthstrategy.com)
- LinkedIn @rob-williams-co

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with a state securities regulator.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Wealth Strategies (CRD 342632): Form ADV filing data as of October 2026.