Overview
Assets Under Management: $163 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 39
Average Client Assets: $3.3 million
Frequently Asked Questions
INTEGRITY WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150103), INTEGRITY WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
INTEGRITY WEALTH MANAGEMENT, INC. is headquartered in SPOKANE, WA.
INTEGRITY WEALTH MANAGEMENT, INC. serves 39 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, INTEGRITY WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
INTEGRITY WEALTH MANAGEMENT, INC. manages $163 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, INTEGRITY WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.31%
Average Client Assets: $3.3 million
Total Client Accounts: 544
Discretionary Accounts: 485
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 150103
Filing ID: 2056193
Last Filing Date: 2026-03-03 13:23:39