AdvisorOS Directory
Claim Profile
Unclaimed Profile
AC

Austin T Caswell

INTEGRATED WEALTH STRATEGIES, LLC·AUSTIN, Texas
Series 65Clean record9 years registeredINTEGRATED WEALTH STRATEGIES, LLC
9442 N CAPITAL TEXAS HWY, AUSTIN, TX 78759CRD# 5806108Firm CRD# 155254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Austin T Caswell · AUSTIN, TX
Registration
CRD #5806108 · INTEGRATED WEALTH STRATEGIES, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

INTEGRATED WEALTH STRATEGIES, LLC
Oct 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 21, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTEGRATED WEALTH STRATEGIES, LLC
CRD 155254 · SEC 801-116732
AUM
$104M
Regulatory assets under management
Employees
7
497 client accounts
Services offered by INTEGRATED WEALTH STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTEGRATED WEALTH STRATEGIES, LLC →
Introduction

Speak with Austin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Austin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Austin T Caswell offer?
Austin T Caswell specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.
What are Austin T Caswell's credentials?
Austin T Caswell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Austin T Caswell located?
Austin T Caswell is based in AUSTIN, Texas, working with INTEGRATED WEALTH STRATEGIES, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Austin T Caswell charge for services?
Austin T Caswell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRATED WEALTH STRATEGIES, LLC?
INTEGRATED WEALTH STRATEGIES, LLC has approximately 7 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at INTEGRATED WEALTH STRATEGIES, LLC

Daniel Clayton Caswell
AUSTIN, TX
Anita Lynne Wiggins
AUSTIN, TX

More Advisors in AUSTIN, Texas

Robert Stirling Phipps
PER STIRLING CAPITAL MANAGEMENT, LLC·AUSTIN, TX
David Gordon Corrie
MAQRO ADVISORS LLC·AUSTIN, TX
Gary Scott Whitworth
WM CAPITAL PARTNERS, LLC·AUSTIN, TX
John Norman Dowling
BARES CAPITAL MANAGEMENT, INC.·AUSTIN, TX
Komson Silapachai
SAGE ADVISORY SERVICES LTD CO·AUSTIN, TX
Juan A Marquez
COMUNIDAD FUND I MANAGER, LLC·AUSTIN, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile