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Tray A Wiltse

INTEGRATED WEALTH ADVISORY SERVICES, INC.·OVERLAND PARK, Kansas
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4400 W. 109TH STREET, OVERLAND PARK, KS 66211CRD# 4099049Firm CRD# 115821
01

About

Tray A Wiltse is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with INTEGRATED WEALTH ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTEGRATED WEALTH ADVISORY SERVICES, INC.
INTEGRATED WEALTH ADVISORY SERVICES, INC.
AUM
$379M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at INTEGRATED WEALTH ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE FEE BASED ON ASSETS MANAGED BY A TPMM
Regulatory
SEC/IARD CRD# 4099049
Firm CRD# 115821
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tray A Wiltse offer?
Tray A Wiltse specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Tray A Wiltse's credentials?
Tray A Wiltse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tray A Wiltse located?
Tray A Wiltse is based in OVERLAND PARK, Kansas, working with INTEGRATED WEALTH ADVISORY SERVICES, INC.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Tray A Wiltse charge for services?
Tray A Wiltse's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage fee based on assets managed by a tpmm. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRATED WEALTH ADVISORY SERVICES, INC.?
INTEGRATED WEALTH ADVISORY SERVICES, INC. has approximately 7 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
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City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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