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INTEGRITY WEALTH MANAGEMENT, LLC
CRD 130422 · SEC 801-134862
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.1M
Discretionary AUM
$111.1M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $22.6M |
| High net worth individuals | 32 | $88.5M |
| Corporations/business entities | 1 | $0 |
States served
CA, IL, IN, OH, TX
All web addresses on file
Official SEC filing: View on IAPD