Overview
Assets Under Management: $111 million
High-Net-Worth Clients: 32
Average Client Assets: $2.8 million
Frequently Asked Questions
INTEGRITY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130422), INTEGRITY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
INTEGRITY WEALTH MANAGEMENT, LLC serves 32 high-net-worth clients according to their SEC filing dated January 12, 2026. View client details ↓
According to their SEC Form ADV, INTEGRITY WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
INTEGRITY WEALTH MANAGEMENT, LLC manages $111 million in client assets according to their SEC filing dated January 12, 2026.
According to their SEC Form ADV, INTEGRITY WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.64%
Average Client Assets: $2.8 million
Total Client Accounts: 356
Discretionary Accounts: 356
Regulatory Filings
CRD Number: 130422
Filing ID: 2040036
Last Filing Date: 2026-01-12 15:42:40