Integritas Wealth Management
Firm details
- Headquarters
- Carbondale, Illinois
- CRD number
- 310193
- Website
- www.integritasproviders.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Integritas Wealth Management is organized as a limited liability company and is owned by an individual. The firm operates as a capital allocator that primarily sources and selects third‑party advisers rather than managing all strategies in‑house. FINTRX classifies its advisory activity under "selection of other advisers." The firm reports a nonstandard fee structure and is not identified as an active ESG investor. It appears to operate from a single state footprint rather than as a multi‑state adviser. Regulatory detail in the available record is limited; an SEC registration year is not listed. The firm is not identified as a pension consultant or as a related adviser to another registered entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Daniel Doolittle
Founder and Chief Executive OfficerCRD 7280029
Contacts
1 of 1
Caleb Sutton
Vice President of Administrative ServicesCRD 7280031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carbondale, IL
Jackson
Location
Carbondale, IL
Headquartered in Carbondale, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Jackson
- Address
- 2250 N Illinois Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Alliance Wealth Advisors
RIACarbondale, IL
MAY River Capital
RIAChicago, IL
SGL Financial, LLC
RIABuffalo Grove, IL
Heritage Legacy Wealth LLC
RIABuffalo Grove, IL
KRM Financial Planning & Wealth Management, LLC
RIASt Charles, IL
Wishbone Management, LP
RIAChicago, IL