INTEGRITY WEALTH LLC

Integrity Wealth LLC Form ADV Part 2A – Disclosure Brochure Effective: April 24, 2025 This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business practices of Integrity Wealth LLC (“Integrity Wealth” or the “Advisor”). The Advisor also conducts business under two practice names (“doing business as” or “dba” names), including Integrity Financial and Retirement Intelligence. If you have any questions about the content of this Disclosure Brochure, please contact the Advisor at (541) 650-6061. Integrity Wealth is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The information in this Disclosure Brochure has not been approved or verified by the SEC or by any state securities authority. Registration of an investment advisor does not imply any specific level of skill or training. This Disclosure Brochure provides information about Integrity Wealth to assist you in determining whether to retain the Advisor. Additional information about Integrity Wealth and its Advisory Persons is available on the SEC’s website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 330809. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com  Item 2 – Material Changes Form ADV 2 is divided into two parts: Part 2A (the "Disclosure Brochure") and Part 2B (the "Brochure Supplement"). The Disclosure Brochure provides information about a variety of topics relating to an Advisor’s business practices and conflicts of interest. The Brochure Supplement provides information about the Advisory Persons of Integrity Wealth. For convenience, the Advisor has combined these documents into a single disclosure document. Integrity Wealth believes that communication and transparency are the foundation of its relationship with clients and will continually strive to provide you with complete and accurate information at all times. Integrity Wealth encourages all current and prospective clients to read this Disclosure Brochure and discuss any questions you may have with the Advisor. Material Changes The following material changes have been made to this Disclosure Brochure since the last annual amendment filing on January 31, 2025: • The Advisor has added the d/b/a of Retirement Intelligence for educational courses/seminars • The Advisor has added the d/b/a of Integrity Financial for financial planning only arrangements Future Changes From time to time, the Advisor may amend this Disclosure Brochure to reflect changes in business practices, changes in regulations or routine annual updates as required by the securities regulators. This complete Disclosure Brochure or a Summary of Material Changes shall be provided to you annually and if a material change occurs. At any time, you may view the current Disclosure Brochure on-line at the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 330809. You may also request a copy of this Disclosure Brochure at any time by contacting the Advisor at (541) 650-6061. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 2  Item 3 – Table of Contents Item 1 – Cover Page 1 Item 2 – Material Changes ..................................................................................................................................... 2 Item 3 – Table of Contents .................................................................................................................................... 3 Item 4 – Advisory Services ................................................................................................................................... 4 A. Firm Information ............................................................................................................................................................. 4 B. Advisory Services Offered .............................................................................................................................................. 4 C. Client Account Management .......................................................................................................................................... 6 D. Wrap Fee Programs ....................................................................................................................................................... 6 E. Assets Under Management ............................................................................................................................................ 6 Item 5 – Fees and Compensation ......................................................................................................................... 6 A. Fees for Advisory Services ............................................................................................................................................. 6 B. Fee Billing ....................................................................................................................................................................... 7 C. Other Fees and Expenses ............................................................................................................................................. 8 D. Advance Payment of Fees and Termination .................................................................................................................. 8 E. Compensation for Sales of Securities ............................................................................................................................ 9 Item 6 – Performance-Based Fees and Side-By-Side Management .................................................................. 9 Item 7 – Types of Clients ....................................................................................................................................... 9 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss .......................................................... 9 A. Methods of Analysis ....................................................................................................................................................... 9 B. Risk of Loss .................................................................................................................................................................... 9 Item 9 – Disciplinary Information ....................................................................................................................... 11 Item 10 – Other Financial Industry Activities and Affiliations ......................................................................... 11 Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading .............. 11 A. Code of Ethics .............................................................................................................................................................. 11 B. Personal Trading with Material Interest ........................................................................................................................ 11 C. Personal Trading in Same Securities as Clients .......................................................................................................... 11 D. Personal Trading at Same Time as Client ................................................................................................................... 12 Item 12 – Brokerage Practices ............................................................................................................................ 12 A. Recommendation of Custodian[s] ................................................................................................................................ 12 B. Aggregating and Allocating Trades .............................................................................................................................. 13 Item 13 – Review of Accounts ............................................................................................................................ 13 A. Frequency of Reviews .................................................................................................................................................. 13 B. Causes for Reviews ..................................................................................................................................................... 13 C. Review Reports ............................................................................................................................................................ 13 Item 14 – Client Referrals and Other Compensation ........................................................................................ 13 A. Compensation Received by Integrity Wealth ............................................................................................................... 13 B. Compensation for Client Referrals ............................................................................................................................... 14 Item 15 – Custody ................................................................................................................................................ 14 Item 16 – Investment Discretion ......................................................................................................................... 14 Item 17 – Voting Client Securities ...................................................................................................................... 14 Item 18 – Financial Information .......................................................................................................................... 14 Privacy Policy ...................................................................................................................................................... 30 Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 3  Item 4 – Advisory Services A. Firm Information Integrity Wealth LLC (“Integrity Wealth” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The Advisor is organized as a Limited Liability Company (“LLC”) under the laws of the State of Oregon. Integrity Wealth was founded in July 2018 and became a registered investment advisor in May 2024. The Principal Officers of Integrity Wealth are Scott E. Sanders, CFP® (Co-Founder & Senior Wealth Advisor and Chief Compliance Officer) and Jesse Coffee, CFP® (Co-Founder & Senior Wealth Advisor). The Advisor also conducts business under two practice names (“doing business as” or “dba” names), including Integrity Financial and Retirement Intelligence. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Integrity Wealth. For information regarding this Disclosure Brochure, please contact Scott Sanders at (541) 650-6061. B. Advisory Services Offered Integrity Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses (each referred to as a “Client”). The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. Integrity Wealth's fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Wealth Management Services Integrity Wealth generally provides Clients with wealth management services, which includes a broad range of comprehensive financial planning and consulting services in connection with discretionary management of investment portfolios. These services are described below. Investment Management Services Integrity Wealth provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and related advisory services. Integrity Wealth works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. Integrity Wealth will then construct an investment portfolio, consisting of low-cost, diversified mutual funds and/or exchange-traded funds (“ETFs”) to achieve the Client’s investment goals. The Advisor may also utilize individual stocks, bonds or options contracts to meet the needs of its Clients. The Advisor may retain other types of investments from the Client’s legacy portfolio due to fit with the overall portfolio strategy, tax-related reasons, or other reasons as identified between the Advisor and the Client. Integrity Wealth’s investment strategies are primarily long-term focused, but the Advisor may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the Client or due to market conditions. Integrity Wealth will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. Integrity Wealth evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Integrity Wealth may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Integrity Wealth may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement. Integrity Wealth may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 4  overweighting of the position[s] in the portfolio, change in risk tolerance of the Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. At no time will Integrity Wealth accept or maintain custody of a Client’s funds or securities, except for the limited authority as outlined in Item 15 – Custody. All Client assets will be managed within the designated account[s] at the Custodian, pursuant to the terms of the advisory agreement. Please see Item 12 – Brokerage Practices. Retirement Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will provide investment advice to a Client regarding a distribution from an ERISA retirement account or to roll over the assets to an IRA, or recommend a similar transaction including rollovers from one ERISA sponsored Plan to another, one IRA to another IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a result of the transaction. No client is under any obligation to roll over a retirement account to an account managed by the Advisor. Financial Planning Services Integrity Wealth will typically provide a variety of financial planning and consulting services to Clients either as a component of wealth management, or as a stand-alone service through its Integrity Financial d/b/a, pursuant to a written agreement. Services are offered in several areas of a Client’s financial situation, depending on their goals and objectives. Generally, such financial planning services involve preparing a formal financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including but not limited to, investment planning, retirement planning, personal savings, education savings, insurance needs, and other areas of a Client’s financial situation. A financial plan developed for or financial consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. Integrity Wealth may also refer Clients to an accountant, attorney or other specialists, as appropriate for their unique situation. For certain financial planning engagements, the Advisor will provide a written summary of the Client’s financial situation, observations, and recommendations. For consulting or ad-hoc engagements, the Advisor may not provide a written summary. Plans or consultations are typically completed within six (6) months of contract date, assuming all information and documents requested are provided promptly. Financial planning and consulting recommendations pose a conflict between the interests of the Advisor and the interests of the Client. For example, the Advisor has an incentive to recommend that Clients engage the Advisor for investment management services or to increase the level of investment assets with the Advisor, as it would increase the amount of advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the Advisor. Retirement Plan Advisory Services Integrity Wealth provides 3(21) retirement plan advisory services on behalf of the retirement plans (each a “Plan”) and the company (the “Plan Sponsor”). The Advisor’s retirement plan advisory services are designed to assist the Plan Sponsor in meeting its fiduciary obligations to the Plan and its Plan Participants. Each engagement is customized to the needs of the Plan and Plan Sponsor. Services generally include: ∙ Vendor Analysis ∙ Plan Participant Enrollment and Education Tracking Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 5  ∙ Investment Policy Statement (“IPS”) Design and Monitoring ∙ Investment Management ∙ Performance Reporting ∙ Ongoing Investment Recommendation and Assistance ∙ ERISA 404(c) Assistance ∙ Benchmarking Services These services are provided by Integrity Wealth serving in the capacity as a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). In accordance with ERISA Section 408(b)(2), the Plan Sponsor is provided with a written description of Integrity Wealth’s fiduciary status, the specific services to be rendered and all direct and indirect compensation the Advisor reasonably expects under the engagement. Retirement Intelligence Educational Seminars and Workshops Integrity Wealth provides educational seminars or workshops through a local college for individuals seeking general advice on retirement planning through its Retirement Intelligence d/b/a. The Advisor’s seminars and workshops are educational in nature and do not involve the sale of investment products. Retirement Intelligence is not compensated for these seminars and workshops. C. Client Account Management Prior to engaging Integrity Wealth to provide investment advisory services, each Client is required to enter into one or more agreements with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include: ● Establishing an Investment Strategy – Integrity Wealth, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives. ● Asset Allocation – Integrity Wealth will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client. ● Portfolio Construction – Integrity Wealth will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. ● Investment Management and Supervision – Integrity Wealth will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs Integrity Wealth does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by Integrity Wealth. E. Assets Under Management As of December 31, 2024, Integrity Wealth manages $260,316,725 in Client assets, all of which are managed on a discretionary basis. Clients may request more current information at any time by contacting the Advisor. Item 5 – Fees and Compensation The following paragraphs detail the fee structure and compensation methodology for services provided by the Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or more written agreements/a written agreement with the Advisor. A. Fees for Advisory Services Wealth management fees are paid in advance of each calendar quarter pursuant to the terms of the wealth management agreement. Wealth management fees are based on the market value of assets under management at the end of the prior calendar quarter. Wealth management fees range up to 1.75% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 6  relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor. The Client can make additions and withdrawals from their account[s] at any time, however, the Advisor performs a reconciliation for deposits and withdrawals in excess of $10,000. A prorated wealth management fee credit is made if there is a withdrawal in excess of $10,000. A prorated wealth management fee debit is made to a Client’s account if there is a deposit in excess of $10,000. All securities held in accounts managed by Integrity Wealth will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuation to ensure accurate billing. The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and other related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the Advisor shall not receive any portion of these commissions, fees, and costs. Financial Planning Services For standalone financial planning services, Integrity Financial offers financial planning services for a fixed engagement fee ranging from $1,500 to $5,000 per engagement. Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor. An estimate for total costs will be determined prior to engaging for these services. Retirement Plan Advisory Services Retirement plan advisory fees are charged an annual asset-based fee of up to 1.50%. Fees may be billed monthly or quarterly (“Billing Period”) in advance or arrears pursuant to the terms of the retirement plan advisory agreement. Retirement plan fees are based on the market value of assets under management at the end of the Billing Period. Fees may be negotiable depending on the size and complexity of the Plan but shall not exceed the fee range stated above. Retirement Intelligence Educational Seminars and Workshops Integrity Wealth provides educational seminars or workshops through a local college for individuals seeking general advice on retirement planning through its Retirement Intelligence d/b/a. The Advisor’s seminars and workshops are educational in nature and do not involve the sale of investment products. The college will charge individuals a registration fee to attend these seminars. Retirement Intelligence does not charge a fee and is not compensated in any way for these seminars and workshops. B. Fee Billing Wealth Management Services Wealth management fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from the Client’s account[s] at the beginning of the respective quarter. The amount due is calculated by applying the quarterly rate (annual rate divided by 4) to the total assets under management with Integrity Wealth at the end of the prior quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the wealth management fee. Clients are urged to also review the statement provided by the Custodian, as the Custodian does not perform a verification of fees. Clients provide written authorization permitting advisory fees to be deducted by Integrity Wealth to be paid directly from their account[s] held by the Custodian as part of the wealth management agreement and separate account forms provided by the Custodian. Financial Planning Services Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the financial planning agreement. The balance shall be invoiced upon completion of the agreed upon deliverable[s]. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 7  Retirement Plan Advisory Services Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan, depending on the terms of the retirement plan advisory agreement. C. Other Fees and Expenses Clients may incur certain fees or charges imposed by third parties, other than Integrity Wealth, in connection with investments made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities execution fees charged by the Custodian, as applicable. The Advisor's recommended Custodian may not charge securities transaction fees for ETF and equity trades in a Client's account, provided that the account meets the terms and conditions of the Custodian's brokerage requirements. However, the Custodian typically charges for mutual funds and other types of investments. The fees charged by Integrity Wealth are separate and distinct from these custody and execution fees. In addition, all fees paid to Integrity Wealth for investment advisory services are separate and distinct from the expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees for the funds, other fund expenses, account administration (e.g., custody, brokerage and account reporting), and a possible distribution fee. A Client may be able to invest in these products directly, without the services of Integrity Wealth, but would not receive the services provided by Integrity Wealth which are designed, among other things, to assist the Client in determining which products or services are most appropriate for each Client’s financial situation and objectives. Accordingly, the Client should review both the fees charged by the fund[s] and the fees charged by Integrity Wealth to fully understand the total fees to be paid. Please refer to Item 12 – Brokerage Practices for additional information. D. Advance Payment of Fees and Termination Wealth Management Services Integrity Wealth may be compensated for its wealth management services in advance of the quarter in which services are rendered. Either party may terminate the wealth management agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the wealth management agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client. Upon termination, the Advisor will refund any unearned, prepaid wealth management fees from the effective date of termination to the end of the quarter. The Client’s wealth management agreement with the Advisor is non-transferable without the Client’s prior consent. Financial Planning Services Integrity Financial may require an initial deposit as described above. Either party may terminate the financial planning agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the financial planning agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client. Upon termination, the Client shall be billed for the percentage of the engagement scope completed by the Advisor. Upon termination, the Advisor will promptly refund any unearned, prepaid planning fees. The Client’s financial planning agreement with the Advisor is non-transferable without the Client’s prior consent. Retirement Plan Advisory Services The Advisor may be compensated for its services at the beginning of the Billing Period before services are rendered pursuant to the terms of the retirement plan advisory agreement. Either party may request to terminate a retirement plan advisory agreement, at any time, by providing advance written notice to the other party. The Client shall be responsible for fees up to and including the effective date of termination. If the fees are billed in advance, the Advisor will refund any unearned, prepaid retirement plan advisory fees from the effective date of termination to the end of the Billing Period. The Client’s retirement plan services agreement with the Advisor is non-transferable without the Client’s prior consent. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 8  E. Compensation for Sales of Securities Integrity Wealth does not buy or sell securities to earn commissions and does not receive any compensation for securities transactions in any Client account, other than the wealth management fees noted above. Item 6 – Performance-Based Fees and Side-By-Side Management Integrity Wealth does not charge performance-based fees for its investment advisory services. The fees charged by Integrity Wealth are as described in Item 5 above and are not based upon the capital appreciation of the funds or securities held by any Client. Integrity Wealth does not manage any proprietary investment funds or limited partnerships (for example, a mutual fund or a hedge fund) and has no financial incentive to recommend any particular investment options to its Clients. Item 7 – Types of Clients Integrity Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. Integrity Wealth generally does not impose a minimum relationship size. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis Integrity Wealth primarily employs a fundamental and technical analysis methods in developing investment strategies for its Clients. Research and analysis from Integrity Wealth are derived from numerous sources, including financial media companies, third-party research materials, Internet sources, and review of company activities, including annual reports, prospectuses, press releases and research prepared by others. Fundamental analysis utilizes economic and business indicators as investment selection criteria. This criteria consists generally of ratios and trends that may indicate the overall strength and financial viability of the entity being analyzed. Assets are deemed suitable if they meet certain criteria to indicate that they are a strong investment with a value discounted by the market. While this type of analysis helps the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in the fundamental analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. Technical analysis involves the analysis of past market data rather than specific company data in determining the recommendations made to clients. Technical analysis may involve the use of charts to identify market patterns and trends, which may be based on investor sentiment rather than the fundamentals of the company. The primary risk in using technical analysis is that spotting historical trends may not help to predict such trends in the future. Even if the trend will eventually reoccur, there is no guarantee that Integrity Wealth will be able to accurately predict such a reoccurrence. As noted above, Integrity Wealth generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. Integrity Wealth will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, Integrity Wealth may also buy and sell positions that are more short-term in nature, depending on the goals of the Client and/or the fundamentals of the security, sector or asset class. B. Risk of Loss Investing in securities involves certain investment risks. Securities may fluctuate in value or lose value. Clients should be prepared to bear the potential risk of loss. Integrity Wealth will assist Clients in determining an appropriate strategy based on their tolerance for risk and other factors noted above. However, there is no guarantee that a Client will meet their investment goals. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 9  While the methods of analysis help the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in these methods of analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. Each Client engagement will entail a review of the Client's investment goals, financial situation, time horizon, tolerance for risk and other factors to develop an appropriate strategy for managing a Client's account. Client participation in this process, including full and accurate disclosure of requested information, is essential for the analysis of a Client's account[s]. The Advisor shall rely on the financial and other information provided by the Client or their designees without the duty or obligation to validate the accuracy and completeness of the provided information. It is the responsibility of the Client to inform the Advisor of any changes in financial condition, goals or other factors that may affect this analysis. The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts. The Advisor will work with each Client to determine their tolerance for risk as part of the portfolio construction process. Following are some of the risks associated with the Advisor’s investment strategies: Market Risks The value of a Client’s holdings may fluctuate in response to events specific to companies or markets, as well as economic, political, or social events in the U.S. and abroad. This risk is linked to the performance of the overall financial markets. ETF Risks The performance of ETFs is subject to market risk, including the possible loss of principal. The price of the ETFs will fluctuate with the price of the underlying securities that make up the funds. In addition, ETFs have a trading risk based on the loss of cost efficiency if the ETFs are traded actively and a liquidity risk if the ETFs have a large bid-ask spread and low trading volume. The price of an ETF fluctuates based upon the market movements and may dissociate from the index being tracked by the ETF or the price of the underlying investments. An ETF purchased or sold at one point in the day may have a different price than the same ETF purchased or sold a short time later. There is also a risk that Authorized Participants are unable to fulfill their responsibilities. Authorized Participants are one of the major parties involved with ETF creation/redemption mechanism in the markets. The Authorized Participants play a critical role in the liquidity of ETFs and essentially have the exclusive right to change the supply of ETF shares in the market. If the Authorized Participants does not fulfill this expected role, there could be an adverse impact on liquidity and the valuation of an ETF. Bond Risks Bonds are subject to specific risks, including the following: (1) interest rate risks, i.e. the risk that bond prices will fall if interest rates rise, and vice versa, the risk depends on two things, the bond’s time to maturity, and the coupon rate of the bond. (2) reinvestment risk, i.e. the risk that any profit gained must be reinvested at a lower rate than was previously being earned, (3) inflation risk, i.e. the risk that the cost of living and inflation increase at a rate that exceeds the income investment thereby decreasing the investor’s rate of return, (4) credit default risk, i.e. the risk associated with purchasing a debt instrument which includes the possibility of the company defaulting on its repayment obligation, (5) rating downgrades, i.e. the risk associated with a rating agency’s downgrade of the company’s rating which impacts the investor’s confidence in the company’s ability to repay its debt and (6) Liquidity Risks, i.e. the risk that a bond may not be sold as quickly as there is no readily available market for the bond. Mutual Fund Risks The performance of mutual funds is subject to market risk, including the possible loss of principal. The price of the mutual funds will fluctuate with the value of the underlying securities that make up the funds. The price of a mutual fund is typically set daily therefore a mutual fund purchased at one point in the day will typically have the same price as a mutual fund purchased later that same day. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 10  Past performance is not a guarantee of future returns. Investing in securities and other investments involve a risk of loss that each Client should understand and be willing to bear. Clients are reminded to discuss these risks with the Advisor. Item 9 – Disciplinary Information There are no legal, regulatory or disciplinary events involving Integrity Wealth or its management persons. Integrity Wealth values the trust Clients place in the Advisor. The Advisor encourages Clients to perform the requisite due diligence on any advisor or service provider that the Client engages. The backgrounds of the Advisor or Advisory Persons are available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 330809. Item 10 – Other Financial Industry Activities and Affiliations Retirement Intelligence, LLC Retirement Intelligence, LLC (“Retirement Intelligence”) provides educational classes covering retirement planning topics. Retirement Intelligence is owned and managed by Mr. Scott Sanders and Jesse Coffee. The educational material provided by Retirement Intelligence is separate and distinct from investment advisory services provided by Integrity Wealth. Clients are under no obligation to utilize the educational materials provided by Retirement Intelligence. Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. Code of Ethics Integrity Wealth has implemented a Code of Ethics (the “Code”) that defines the Advisor’s fiduciary commitment to each Client. This Code applies to all persons associated with Integrity Wealth (“Supervised Persons”). The Code was developed to provide general ethical guidelines and specific instructions regarding the Advisor’s duties to each Client. Integrity Wealth and its Supervised Persons owe a duty of loyalty, fairness and good faith towards each Client. It is the obligation of Integrity Wealth’s Supervised Persons to adhere not only to the specific provisions of the Code, but also to the general principles that guide the Code. The Code covers a range of topics that address employee ethics and conflicts of interest. To request a copy of the Code, please contact the Advisor at (541) 650-6061. B. Personal Trading with Material Interest Integrity Wealth allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Integrity Wealth does not act as principal in any transactions. In addition, the Advisor does not act as the general partner of a fund, or advise an investment company. Integrity Wealth does not have a material interest in any securities traded in Client accounts. C. Personal Trading in Same Securities as Clients Integrity Wealth allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Owning the same securities that are recommended (purchase or sell) to Clients presents a conflict of interest that, as fiduciaries, must be disclosed to Clients and mitigated through policies and procedures. As noted above, the Advisor has adopted the Code to address insider trading (material non-public information controls); gifts and entertainment; outside business activities and personal securities reporting. When trading for personal accounts, Supervised Persons have a conflict of interest if trading in the same securities. The fiduciary duty to act in the best interest of its Clients can be violated if personal trades are made with more advantageous terms than Client trades, or by trading based on material non-public information. This risk is mitigated by Integrity Wealth requiring reporting of personal securities trades by its Supervised Persons for review by the Chief Compliance Officer (“CCO”) or delegate. The Advisor has also adopted written policies and procedures to detect the misuse of material, non-public information. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 11  D. Personal Trading at Same Time as Client While Integrity Wealth allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients, such trades are typically aggregated with Client orders or traded afterwards. At no time will Integrity Wealth, or any Supervised Person of Integrity Wealth, transact in any security to the detriment of any Client. Item 12 – Brokerage Practices A. Recommendation of Custodian[s] Integrity Wealth does not have discretionary authority to select the broker-dealer/custodian for custody and execution services. The Client will engage the broker-dealer/custodian (herein the "Custodian") to safeguard Client assets and authorize Integrity Wealth to direct trades to the Custodian as agreed upon in the wealth management agreement. Further, Integrity Wealth does not have the discretionary authority to negotiate commissions on behalf of Clients on a trade-by-trade basis. Where Integrity Wealth does not exercise discretion over the selection of the Custodian, it may recommend the Custodian to Clients for custody and execution services. Clients are not obligated to use the recommended Custodian and will not incur any extra fee or cost associated with using a custodian not recommended by Integrity Wealth. However, the Advisor may be limited in the services it can provide if the recommended Custodian is not engaged. Integrity Wealth may recommend the Custodian based on criteria such as, but not limited to, reasonableness of commissions charged to the Client, services made available to the Client, and its reputation and/or the location of the Custodian’s offices. Integrity Wealth will generally recommend that Clients establish their account[s] at Fidelity Clearing and Custody Solutions and related divisions and entities of Fidelity Investments, Inc., including National Financial Services LLC, and Fidelity Brokerage Services LLC (collectively “Fidelity”), a FINRA-registered broker- dealer and member SIPC. Fidelity will serve as the Client’s “qualified custodian.” Integrity Wealth maintains an institutional relationship with Fidelity, whereby the Advisor receives economic benefits from Fidelity. Integrity Wealth has established an institutional relationship with Fidelity to assist the Advisor in managing Client account[s]. Access to the Fidelity platform is provided at no charge to the Advisor. The Fidelity platform includes brokerage, custody, administrative support, record keeping, technology and related services designed to support registered investment advisors like Integrity Wealth in serving Clients. These services are intended to serve the best interests of the Advisor’s Clients. Fidelity may charge brokerage commissions (securities transaction fees) for effecting certain securities transactions. Fidelity enables the Advisor to obtain certain no-load mutual funds without securities transaction fees and other no- load funds at nominal transaction charges. Fidelity’s commission rates are generally considered discounted from customary retail commission rates. However, the commissions and transaction fees charged by Fidelity may be higher or lower than those charged by other custodians and broker-dealers. Please see Item 14 below for additional information. Following are additional details regarding the brokerage practices of the Advisor: 1. Soft Dollars - Soft dollars are revenue programs offered by broker-dealers/custodians whereby an advisor enters into an agreement to place security trades with a broker-dealer/custodian in exchange for research and other services. Integrity Wealth does not participate in soft dollar programs sponsored or offered by any broker- dealer/custodian. However, the Advisor receives certain economic benefits from the Custodian. Please see Item 14 below. 2. Brokerage Referrals - Integrity Wealth does not receive any compensation from any third party in connection with the recommendation for establishing an account. 3. Directed Brokerage - All Clients are serviced on a “directed brokerage basis”, where Integrity Wealth will place trades within the established account[s] at the Custodian designated by the Client. Further, all Client accounts are traded within their respective account[s]. The Advisor will not engage in any principal transactions (i.e., trade of any Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 12  security from or to the Advisor’s own account) or cross transactions with other Client accounts (i.e., purchase of a security into one Client account from another Client’s account[s]). Integrity Wealth will not be obligated to select competitive bids on securities transactions and does not have an obligation to seek the lowest available transaction costs. These costs are determined by the Custodian. B. Aggregating and Allocating Trades The primary objective in placing orders for the purchase and sale of securities for Client accounts is to obtain the most favorable net results taking into account such factors as 1) price, 2) size of the order, 3) difficulty of execution, 4) confidentiality and 5) skill required of the Custodian. Integrity Wealth will execute its transactions through the Custodian as authorized by the Client. Integrity Wealth may aggregate orders in a block trade or trades when securities are purchased or sold through the Custodian for multiple (discretionary) accounts in the same trading day. If a block trade cannot be executed in full at the same price or time, the securities actually purchased or sold by the close of each business day must be allocated in a manner that is consistent with the initial pre-allocation or other written statement. This must be done in a way that does not consistently advantage or disadvantage any particular Clients’ accounts. Item 13 – Review of Accounts A. Frequency of Reviews Securities in Client accounts are monitored on a regular and continuous basis by Advisory Persons of Integrity Wealth and periodically by the CCO. Formal reviews are generally conducted at least annually or more frequently depending on the needs of the Client. B. Causes for Reviews In addition to the investment monitoring noted in Item 13.A., each Client account shall be reviewed at least annually. Reviews may be conducted more frequently at the Client’s request. Accounts may be reviewed as a result of major changes in economic conditions, known changes in the Client’s financial situation, and/or large deposits or withdrawals in the Client’s account[s]. The Client is encouraged to notify Integrity Wealth if changes occur in the Client’s personal financial situation that might adversely affect the Client’s investment plan. Additional reviews may be triggered by material market, economic or political events. C. Review Reports The Client will receive brokerage statements no less than quarterly from the Custodian. These brokerage statements are sent directly from the Custodian to the Client. The Client may also establish electronic access to the Custodian’s website so that the Client may view these reports and their account activity. Client brokerage statements will include all positions, transactions and fees relating to the Client’s account[s]. The Advisor may also provide Clients with periodic reports regarding their holdings, allocations, and performance. Item 14 – Client Referrals and Other Compensation A. Compensation Received by Integrity Wealth Integrity Wealth is a fee-based advisory firm, that is compensated solely by its Clients and not from any investment product. Integrity Wealth does not receive commissions or other compensation from product sponsors, broker-dealers or any un-related third party. Integrity Wealth may refer Clients to various unaffiliated, non-advisory professionals (e.g. attorneys, accountants, estate planners) to provide certain financial services necessary to meet the goals of its Clients. Likewise, Integrity Wealth may receive non-compensated referrals of new Clients from various third-parties. Participation in Institutional Advisor Platform As noted in item 12, Integrity Wealth has established an institutional relationship with Fidelity to assist the Advisor in managing Client account[s]. As part of the arrangement, Fidelity also makes available to the Advisor, at no additional charge to the Advisor, certain research and brokerage services, including research services obtained by Fidelity directly from independent research companies. The Advisor may also receive additional services and support from Fidelity. As a result of receiving such services for no additional cost, the Advisor may have an incentive to continue Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 13  to use or expand the use of Fidelity's services. The Advisor examined this potential conflict of interest when it chose to enter into the relationship with Fidelity and has determined that the relationship is in the best interests of the Advisor’s Clients and satisfies its Client obligations, including its duty to seek best execution. Please see Item 12 above. The Advisor receives access to software and related support without cost because the Advisor renders wealth management services to Clients that maintain assets at Fidelity The software and related systems support may benefit the Advisor, but not its Clients directly. In fulfilling its duties to its Clients, the Advisor endeavors at all times to put the interests of its Clients first. Clients should be aware, however, that the receipt of economic benefits from a Custodian creates a conflict of interest since these benefits may influence the Advisor's recommendation of this Custodian over one that does not furnish similar software, systems support, or services. In addition, Fidelity has provided the Advisor with financial support in the launch of the Advisor and reimbursements for various third-party service providers. B. Compensation for Client Referrals The Advisor does not compensate, either directly or indirectly, any persons who are not supervised persons, for Client referrals. Item 15 – Custody Integrity Wealth does not accept or maintain custody of any Client accounts, except for the limited circumstances outlined below: Deduction of Advisory Fees - To ensure compliance with regulatory requirements associated with the deduction of advisory fees, all Clients for whom Integrity Wealth exercises discretionary authority must hold their assets with a "qualified custodian." Clients are responsible for engaging a “qualified custodian” to safeguard their funds and securities and must instruct Integrity Wealth to utilize that Custodian for securities transactions on their behalf. Clients are encouraged to review statements provided by the Custodian and compare to any reports provided by Integrity Wealth to ensure accuracy, as the Custodian does not perform this review. For more information about custodians and brokerage practices, see Item 12 – Brokerage Practices. Money Movement Authorization - For instances where Clients authorize Integrity Wealth to move funds between their accounts, Integrity Wealth and the Custodian have implemented safeguards to ensure that all money movement activities are conducted strictly in accordance with the Client’s documented instructions. Item 16 – Investment Discretion Integrity Wealth generally has discretion over the selection and amount of securities to be bought or sold in Client accounts without obtaining prior consent or approval from the Client. However, these purchases or sales may be subject to specified investment objectives, guidelines, or limitations previously set forth by the Client and agreed to by Integrity Wealth. Discretionary authority will only be authorized upon full disclosure to the Client. The granting of such authority will be evidenced by the Client's execution of an wealth management agreement containing all applicable limitations to such authority. All discretionary trades made by Integrity Wealth will be in accordance with each Client's investment objectives and goals. Item 17 – Voting Client Securities Integrity Wealth does not accept proxy-voting responsibility for any Client. Clients will receive proxy statements directly from the Custodian. The Advisor will assist in answering questions relating to proxies, however, the Client retains the sole responsibility for proxy decisions and voting. Item 18 – Financial Information Neither Integrity Wealth, nor its management, have any adverse financial situations that would reasonably impair the ability of Integrity Wealth to meet all obligations to its Clients. Neither Integrity Wealth, nor any of its Advisory Persons, Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 14  have been subject to a bankruptcy or financial compromise. Integrity Wealth is not required to deliver a balance sheet along with this Disclosure Brochure as the Advisor does not collect advance fees of $1,200 or more for services to be performed six months or more in the future. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 15  Form ADV Part 2B – Brochure Supplement for Scott E. Sanders, CFP® Co-Founder & Senior Wealth Advisor Chief Compliance Officer Effective: April 24, 2025 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Scott E. Sanders, CFP® (CRD# 2776777) in addition to the information contained in the Integrity Wealth LLC (“Integrity Wealth” or the “Advisor”, CRD# 330809) Disclosure Brochure. The Advisor also conducts business under two practice names (“doing business as” or “dba” names), including Integrity Financial and Retirement Intelligence. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Integrity Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (541) 650-6061. Additional information about Mr. Sanders is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 2776777. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 16  Item 2 – Educational Background and Business Experience Scott E. Sanders, CFP®, born in 1971, is dedicated to advising Clients of Integrity Wealth as a Principal and the Chief Compliance Officer. Mr. Sanders earned a Bachelor's Degree from University of Oregon in 1997. Additional information regarding Mr. Sanders’s employment history is included below. Employment History: 05/2024 to Present Co-Founder & Senior Wealth Advisor / Chief Compliance Officer, Integrity Wealth LLC Senior Wealth Advisor, True Private Wealth Advisors, LLC Registered Representative, Purshe Kaplan Sterling Investments, Inc. Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith Incorporated 05/2018 to 05/2024 05/2018 to 03/2020 07/2009 to 05/2018 CERTIFIED FINANCIAL PLANNER™ (“CFP®”) The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 87,000 individuals have obtained CFP® certification in the United States. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: ● Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; ● Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real-world circumstances; ● Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and ● Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: ● Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and ● Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP®. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 17  Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Sanders. Mr. Sanders has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Sanders. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Sanders. However, we do encourage you to independently view the background of Mr. Sanders on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 2776777. Item 4 – Other Business Activities Retirement Intelligence, LLC Retirement Intelligence, LLC (“Retirement Intelligence”) provides educational classes covering retirement planning topics. Retirement Intelligence is owned and managed by Mr. Scott Sanders and Jesse Coffee. The educational material provided by Retirement Intelligence is separate and distinct from investment advisory services provided by Integrity Wealth. Clients are under no obligation to utilize the educational materials provided by Retirement Intelligence. Mr. Sanders spends less than 5% of his time per month in this capacity. Item 5 – Additional Compensation Mr. Sanders has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Mr. Sanders serves as a Co-Founder & Senior Wealth Advisor as well as the Chief Compliance Officer of Integrity Wealth. Mr. Sanders can be reached at (541) 650-6061. Integrity Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Integrity Wealth. Further, Integrity Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Integrity Wealth and its Supervised Persons. As a registered entity, Integrity Wealth is subject to examinations by regulators, which may be announced or unannounced. Integrity Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 18  Form ADV Part 2B – Brochure Supplement for Jesse C. Coffee Co-Founder & Senior Wealth Advisor Effective: April 24, 2025 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Jesse C. Coffee (CRD# 6022563) in addition to the information contained in the Integrity Wealth LLC (“Integrity Wealth” or the “Advisor”, CRD# 330809) Disclosure Brochure. The Advisor also conducts business under two practice names (“doing business as” or “dba” names), including Integrity Financial and Retirement Intelligence. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Integrity Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (541) 650-6061. Additional information about Mr. Coffee is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 6022563. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 19  Item 2 – Educational Background and Business Experience Jesse C. Coffee, CFP®, born in 1987, is dedicated to advising Clients of Integrity Wealth as a Co-Founder & Senior Wealth Advisor. Mr. Coffee earned a Bachelors of Science in Economics from University of Oregon in 2010. Additional information regarding Mr. Coffee’s employment history is included below. Employment History: Co-Founder & Senior Wealth Advisor, Integrity Wealth LLC Wealth Advisor, True Private Wealth Advisors Registered Representative, Purshe Kaplan Sterling Investments, Inc. Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith Incorporated 05/2024 to Present 05/2018 to 05/2024 05/2018 to 03/2020 08/2015 to 05/2018 CERTIFIED FINANCIAL PLANNER™ (“CFP®”) The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 87,000 individuals have obtained CFP® certification in the United States. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: ● Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; ● Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real-world circumstances; ● Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and ● Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: ● Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and ● Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP®. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 20  Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Coffee. Mr. Coffee has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Coffee. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Coffee. However, we do encourage you to independently view the background of Mr. Coffee on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 6022563. Item 4 – Other Business Activities Retirement Intelligence, LLC Retirement Intelligence, LLC (“Retirement Intelligence”) provides educational classes covering retirement planning topics. Retirement Intelligence is owned and managed by Mr. Scott Sanders and Jesse Coffee. The educational material provided by Retirement Intelligence is separate and distinct from investment advisory services provided by Integrity Wealth. Clients are under no obligation to utilize the educational materials provided by Retirement Intelligence. Mr. Coffee spends less than 5% of his time per month in this capacity. Item 5 – Additional Compensation Mr. Coffee has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Mr. Coffee serves as Co-Founder & Senior Wealth Advisor of Integrity Wealth and is supervised by Scott Sanders, the Chief Compliance Officer. Mr. Sanders can be reached at (541) 650-6061. Integrity Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Integrity Wealth. Further, Integrity Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Integrity Wealth and its Supervised Persons. As a registered entity, Integrity Wealth is subject to examinations by regulators, which may be announced or unannounced. Integrity Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 21  Form ADV Part 2B – Brochure Supplement for Matthew J. Mathiesen, CFP® Senior Wealth Advisor Effective: April 24, 2025 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Matthew J. Mathiesen, CFP® (CRD# 5768992) in addition to the information contained in the Integrity Wealth LLC (“Integrity Wealth” or the “Advisor”, CRD# 330809) Disclosure Brochure. The Advisor also conducts business under two practice names (“doing business as” or “dba” names), including Integrity Financial and Retirement Intelligence. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Integrity Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (541) 650-6061. Additional information about Mr. Mathiesen is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5768992. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 22  Item 2 – Educational Background and Business Experience Matthew J. Mathiesen, CFP®, born in 1987, is dedicated to advising Clients of Integrity Wealth as a Senior Wealth Advisor. Mr. Mathiesen earned a Bachelor's Degree in Economics from University of Oregon in 2010. Additional information regarding Mr. Mathiesen’s employment history is included below. Employment History: 07/2024 to Present 08/2021 to 06/2024 Senior Wealth Advisor, Integrity Wealth LLC Investment Advisor Representative, Journey Tree, LLC dba Journey Tree Financial Advisors Financial Advisor, Roehl & Yi Investment Advisors, LLC Associate Advisor, Merriman Wealth Management 08/2020 to 07/2021 05/2019 to 06/2020 CERTIFIED FINANCIAL PLANNER™ (“CFP®”) The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 87,000 individuals have obtained CFP® certification in the United States. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real-world circumstances; • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: • Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and • Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP®. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 23  Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Mathiesen. Mr. Mathiesen has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Mathiesen. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Mathiesen. However, we do encourage you to independently view the background of Mr. Mathiesen on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5768992. Item 4 – Other Business Activities Mr. Mathiesen is dedicated to the investment advisory activities of Integrity Wealth’s Clients. Mr. Mathiesen does not have any other business activities. Item 5 – Additional Compensation Mr. Mathiesen is dedicated to the investment advisory activities of Integrity Wealth’s Clients. Mr. Mathiesen does not receive any additional forms of compensation. Item 6 – Supervision Mr. Mathiesen serves as a Senior Wealth Advisor of Integrity Wealth and is supervised by Scott Sanders, the Chief Compliance Officer. Mr. Sanders can be reached at (541) 650-6061. Integrity Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Integrity Wealth. Further, Integrity Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Integrity Wealth and its Supervised Persons. As a registered entity, Integrity Wealth is subject to examinations by regulators, which may be announced or unannounced. Integrity Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 24  Form ADV Part 2B – Brochure Supplement for Charles R. Blozinski, CFP® Investment Advisor Representative Effective: April 24, 2025 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Charles R. Blozinski, CFP® (CRD# 2954135) in addition to the information contained in the Integrity Wealth LLC (“Integrity Wealth” or the “Advisor”, CRD# 330809) Disclosure Brochure. The Advisor also conducts business under two practice names (“doing business as” or “dba” names), including Integrity Financial and Retirement Intelligence. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Integrity Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (541) 650-6061. Additional information about Mr. Blozinski is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 2954135. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 25  Item 2 – Educational Background and Business Experience Charles R. Blozinski, CFP®, born in 1956, is dedicated to advising Clients of Integrity Wealth as an Investment Advisor Representative. Mr. Blozinski earned a Bachelor of Arts in Economics from UCLA in 1982. Additional information regarding Mr. Blozinski’s employment history is included below. Employment History: Investment Advisor Representative, Integrity Wealth LLC President and CEO, Wild Rivers Financial Services, LLC 06/2024 to Present 07/2006 to 06/2024 CERTIFIED FINANCIAL PLANNER™ (“CFP®”) The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 87,000 individuals have obtained CFP® certification in the United States. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real-world circumstances; • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: • Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and • Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP®. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Blozinski. Mr. Blozinski has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Blozinski. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 26  Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Blozinski. However, we do encourage you to independently view the background of Mr. Blozinski on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 2954135. Item 4 – Other Business Activities Mr. Blozinski is dedicated to the investment advisory activities of Integrity Wealth’s Clients. Mr. Blozinski does not have any other business activities. Item 5 – Additional Compensation Mr. Blozinski is dedicated to the investment advisory activities of Integrity Wealth’s Clients. Mr. Blozinski does not receive any additional forms of compensation. Item 6 – Supervision Mr. Blozinski serves as an Investment Advisor Representative of Integrity Wealth and is supervised by Scott Sanders, the Chief Compliance Officer. Mr. Sanders can be reached at (541) 650-6061. Integrity Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Integrity Wealth. Further, Integrity Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Integrity Wealth and its Supervised Persons. As a registered entity, Integrity Wealth is subject to examinations by regulators, which may be announced or unannounced. Integrity Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 27  Form ADV Part 2B – Brochure Supplement for Teresa L. Hughes Client Service Manager Effective: April 24, 2025 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Teresa L. Hughes (CRD# 6561875) in addition to the information contained in the Integrity Wealth LLC (“Integrity Wealth” or the “Advisor”, CRD# 330809) Disclosure Brochure. The Advisor also conducts business under two practice names (“doing business as” or “dba” names), including Integrity Financial and Retirement Intelligence. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Integrity Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (541) 650-6061. Additional information about Mrs. Hughes is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 6561875. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 28  Item 2 – Educational Background and Business Experience Teresa L. Hughes, born in 1969, is dedicated to advising Clients of Integrity Wealth as a Client Service Manager. Mrs. Hughes attended Williamette University In 1988 and University of Oregon in 1989. Additional information regarding Mrs. Hughes’ employment history is included below. Employment History: Client Service Manager, Integrity Wealth LLC Client Service Manager, True Private Wealth Advisors, LLC Investment Advisor Associate, Charles Schwab & Co, Inc. Registered Client Associate, 44 Wealth Management LLC Registered Client Associate, Merrill Lynch, Pierce, Fenner & Smith Incorporated 07/2024 to Present 09/2022 to 06/2024 06/2021 to 09/2022 08/2020 to 04/2021 09/2015 to 08/2020 Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mrs. Hughes. Mrs. Hughes has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mrs. Hughes. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mrs. Hughes. However, we do encourage you to independently view the background of Mrs. Hughes on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 6561875. Item 4 – Other Business Activities Mrs. Hughes is dedicated to the investment advisory activities of Integrity Wealth’s Clients. Mrs. Hughes does not have any other business activities. Item 5 – Additional Compensation Mrs. Hughes is dedicated to the investment advisory activities of Integrity Wealth’s Clients. Mrs. Hughes does not receive any additional forms of compensation. Item 6 – Supervision Mrs. Hughes serves as a Client Service Manager of Integrity Wealth and is supervised by Scott Sanders, the Chief Compliance Officer. Mr. Sanders can be reached at (541) 650-6061. Integrity Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Integrity Wealth. Further, Integrity Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Integrity Wealth and its Supervised Persons. As a registered entity, Integrity Wealth is subject to examinations by regulators, which may be announced or unannounced. Integrity Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 29  Privacy Policy Effective: April 24, 2025 Our Commitment to You Integrity Wealth LLC (“Integrity Wealth” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”). Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. Integrity Wealth (also referred to as "we", "our" and "us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you. Integrity Wealth does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below. Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy. Why you need to know? Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information. What information do we collect from you? Driver’s license number Date of birth Social security or taxpayer identification number Assets and liabilities Name, address and phone number[s] Income and expenses E-mail address[es] Investment activity Account information (including other institutions) Investment experience and goals What Information do we collect from other sources? Custody, brokerage and advisory agreements Other advisory agreements and legal documents Transactional information with us or others Account applications and forms Investment questionnaires and suitability documents Other information needed to service account How do we protect your information? To safeguard your personal information from unauthorized access and use we maintain physical, procedural and electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information. We require third parties that assist in providing our services to you to protect the personal information they receive from us. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 30  How do we share your information? An RIA shares Client personal information to effectively implement its services. In the section below, we list some reasons we may share your personal information. Basis For Sharing Do we share? Can you limit? Yes No Servicing our Clients We may share non-public personal information with non-affiliated third parties (such as administrators, brokers, custodians, regulators, credit agencies, other financial institutions) as necessary for us to provide agreed upon services to you, consistent with applicable law, including but not limited to: processing transactions; general account maintenance; responding to regulators or legal investigations; and credit reporting. No Not Shared Marketing Purposes Integrity Wealth does not disclose, and does not intend to disclose, personal information with non-affiliated third parties to offer you services. Certain laws may give us the right to share your personal information with financial institutions where you are a customer and where Integrity Wealth or the client has a formal agreement with the financial institution. We will only share information for purposes of servicing your accounts, not for marketing purposes. Yes Yes Authorized Users Your non-public personal information may be disclosed to you and persons that we believe to be your authorized agent[s] or representative[s]. No Not Shared Information About Former Clients Integrity Wealth does not disclose and does not intend to disclose, non- public personal information to non-affiliated third parties with respect to persons who are no longer our Clients. Changes to our Privacy Policy We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us. Periodically we may revise this Policy and will provide you with a revised Policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing. Any Questions? You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us at (541) 650-6061. Integrity Wealth LLC 576 Olive Street, Suite 303, Eugene, OR 97401 Phone: (541) 650-6061 Fax: 541-641-0279 | www.integritywealthnw.com Page 31