Integrated Wealth Strategies, LLC

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Client assets under management

$151,618,423

Clients

248

18% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

124

Very High

Average account size

$611,365

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

Financial planning Portfolio management Selection of other advisers

Expertise

Income planning Business exit / sale strategy Tax strategies for small businesses

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed financial planning fees typically $5,000 and may be higher up to $25,000 depending on complexity

Percentage

1.50% to 0.25% annually (tiered based on total assets under management)

Project-based

Minimum $300 per hour, based on complexity and unique client needs

Other

Fee-only: Financial planning fixed fees typically $5,000 up to $25,000 based on complexity; hourly fees $300 per hour minimum

Main office location

Integrated Wealth Strategies, LLC

11044 Research Blvd.,, Suite A 400

Austin TX 78759, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 512-291-6391

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.

Income planning Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired

Austin C

Series 65

Austin, TX

Integrated Wealth Strategies, LLC

Austin Caswell is a financial advisor at Integrated Wealth Strategies, LLC in Austin, TX, holding a Series 65 designation with nine years of industry experience. He has been with Integrated Wealth Strategies since 2013. Outside of advisory work, he has served as an analyst in a non-investment-related capacity within the firm. Integrated Wealth Strategies serves individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business owners with comprehensive financial planning and discretionary portfolio management. The firm employs a written investment policy statement for each client and combines asset allocation, fundamental, technical, and cyclical analysis with modern portfolio theory in portfolio construction and monitoring.

Income planning Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired

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