Tray
Wiltse
Integrated Wealth Advisory Services, Inc
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About this Advisor
Tray Wiltse is a financial advisor operating out of Leawood, Kansas with 18 years of industry experience. Wiltse is on the advisory team at Integrated Wealth Advisory Services, Inc. Throughout their career, Wiltse has worked at Integrated Wealth Advisory Services, Inc, Geneos Wealth Management Inc, Cwm, Dba - Carson Partners - Crd 155344, Cwm, LLC Dba Carson Wealth - Kansas City, Cwm, LLC Dba Carson Group Holdings and Cetera Advisor Networks. Wiltse holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Kansas and Texas. Integrated Wealth Advisory Services, Inc is a business headquartered in Leawood, KS. It manages $379 million in total assets across its 1,774 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 1,774 accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually depend on which services are offered. However, fee types charged by Integrated Wealth Advisory Services, Inc can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Advisory Services, Inc Brokerage Details
$378,715,046
7
1,774
$213,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Tray Wiltse Work History
Tray has been registered as a financial advisor for 18 years.*
Cwm, Dba - Carson Partners - Crd 155344
Cwm, LLC Dba Carson Wealth - Kansas City
Cwm, LLC Dba Carson Group Holdings
Cetera Advisor Networks
Integrated Wealth Advisory Services, Inc
Geneos Wealth Management Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tray Wiltse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Wealth Advisory Services, Inc
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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