Overview
Assets Under Management: $275 million
Headquarters: VENTURA, CA
High-Net-Worth Clients: 180
Average Client Assets: $759,837
Frequently Asked Questions
INTEGRITY WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281708), INTEGRITY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
INTEGRITY WEALTH ADVISORS, LLC is headquartered in VENTURA, CA.
INTEGRITY WEALTH ADVISORS, LLC serves 180 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, INTEGRITY WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
INTEGRITY WEALTH ADVISORS, LLC manages $275 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, INTEGRITY WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 180
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.75
Average High-Net-Worth Client Assets: $759,837
Total Client Accounts: 1,269
Discretionary Accounts: 1,259
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 281708
Filing ID: 1946381
Last Filing Date: 2025-03-26 11:34:00
Website: https://acaglobal.com