CRD: 155254
Integrated Wealth Strategies, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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