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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2025
- Office Locations
- 2
Office Locations
About Integrated Wealth Solutions, LLC
Integrated Wealth Solutions, LLC is an independent RIA in York, PA providing collaborative financial planning and wealth management focused on helping individuals, families, and business owners build a strong financial foundation and plan for retirement. The team emphasizes clear, tailored guidance to support informed decisions and risk management. Clients can access accounts online via Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD WILKINSON
Chief Compliance Officer, President
- CRD
- #6064871
- Ownership
- 50% but less than 75%
MICHELLE WILKINSON
VICE PRESIDENT
- CRD
- #6189133
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Christopher David Albright
Wealth Management Advisor
- CRD
- #6874423
TRENT THOMAS HECKMAN
Senior Wealth Advisor
- CRD
- #6264926
Showing 2 of 8 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,939,097 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,939,097 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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