This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$114MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$114M

Private client RAUM

$110MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$14.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

8

Offices

2Schedule D 1.F, beyond the principal office

Accounts

883

Individual clients

250

High net worth clients

50

SEC number

801-137270

CRD

334422

Filings on the tape

2

First filed

Aug 11, 2026

Latest filed

Sep 14, 2026

Organised

Limited Liability Company, PA

• Occurred

  Feb 4, 2025
  Team lift-out

  2 advisors left Terra Wealth (York, PA) for Integrated Wealth Solutions, LLC a day apart

  Form ADVobserved 6 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:28c971c6-d467-dae9-1a80-7971e8bf83b9

First observed

Aug 11, 2026

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.