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President · Integrated Wealth Solutions, LLC

Richard Wilkinson

CRD 6064871 · Named on Form ADV at one SEC-registered adviser

At a glance

Integrated Wealth Solutions, LLC, an SEC-registered wealth manager based in York, PA with $114 million in regulatory assets, lists Richard Wilkinson on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Richard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michelle WilkinsonVice President & Chief Compliance Officer, Integrated Wealth Solutions, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.