CRD: 155254
Integrated Wealth Strategies, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2010
- Office Locations
- 1
Office Locations
About Integrated Wealth Strategies, LLC
Integrated Wealth Strategies, LLC is an Austin-based RIA focused on retirement planning and ongoing wealth management. Through its “Integrated Wealth Blueprint” process, the firm evaluates clients’ financial picture and builds custom strategies that incorporate tax planning and retirement risks like rising health care and long-term care costs. Portfolios emphasize diversified asset allocation using vehicles such as ETFs and mutual funds, with custody at Charles Schwab.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 8.0%, from $140.5M to $151.7M.
Across 5 reported observations, AUM increased 27.2% between March 30, 2022 and March 31, 2026, from $119.3M to $151.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 252 clients, or 84 clients per representative. That equates to $602.0K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DANIEL CLAYTON CASWELL
Founder, Managing Member, Principal
- CRD
- #4541666
- Ownership
- 50% but less than 75%
AUSTIN T CASWELL
Chief Compliance Officer, Financial Advisor
- CRD
- #5806108
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,693,473 | $277,827 |
| Non-Discretionary | $0 | -- |
| Total | $151,693,473 | $277,827 |
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Separately Managed Accounts
SMA allocation detail is available
Integrated Wealth Strategies, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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