The Integrated Wealth Strategies, LLC company source record lists 7 employees. The visible Integrated Wealth Strategies, LLC management graph includes:
Austin Caswell
Director of Operations at Integrated Wealth Strategies
1
0
General
(2)
Daniel Caswell, Cpa
Founder, Principal, Integrated Wealth Strategies
2
1
Sales
(1)
Madison Smith
Client Operations Analyst at Integrated Wealth Strategies
0
0
Related company intelligence for Integrated Wealth Strategies, LLC
1 same-industry peer
2 with employee estimates
2 with websites
2 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
1 / 2
1 of 2 related companies shares this company's industry classification.
Employee benchmarks
2 / 2
2 of 2 related companies include employee estimates.
Website records
2 / 2
2 of 2 related companies include official website records.
Social profiles
2 / 2
2 of 2 related companies include company social profile signals.
Peer link quality filter
High-confidence peer link set
2 related companies met the 2-signal peer-link threshold. Eligible peers average 4.0 source-backed signals.
2
eligible
0
filtered
4.0
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Smaller than most related peers
This company
7 employees
Related peers
541 median peer employees
2 of 2 related employee-estimated peers are higher.
2 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Evidence-rich peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 2 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 2 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 0% of 2 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 0% of 2 comparable related peers from related-company records.
Employee scale: 0%
Peer graph strength
Evidence-rich peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 2 related companies.
Peer median size
541 employees
Largest peer by size
Virtu Financial
955 employees
Integrated Wealth Strategies, LLC size signal
7 employees
Peer size comparison
2 larger · 0 smaller
Peer scale position
Smaller than most related peers
2 of 2 related employee-estimated peers are higher.
Integrated Wealth Strategies, LLC people graph sample
-
Daniel Caswell, Cpa
Founder, Principal, Integrated Wealth
Austin, Texas, United States2 email signals: 1 email signal on integratedwealthstrategies.com, 1 non-official email signal1 phone signal available
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Alexis Ridgeway
Rn, Bsn
Austin, Texas, United States3 email signals across 3 non-official domains -
Kim Schkade-Hill
Director of Business Development
Austin, Texas, United States -
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Integrated Wealth Strategies, LLC
AeroLeads maps 2 visible contact signals for Integrated Wealth Strategies, LLC. Coverage is multi-channel contact coverage.