INTEGRITAS WEALTH STRATEGIES, LLC

Overview

Integritas Wealth Strategies, LLC is a small, independent registered investment adviser serving individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm uses a fee model that includes a percentage of assets under management, hourly charges and fixed fees. Investment activity is concentrated in equities and managed accounts; the firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Portfolios appear managed on a discretionary basis, with an emphasis on exchange-traded securities as the primary allocation. The business model is oriented toward direct client relationships rather than serving as a capital allocator or large institutional manager. Advisory work centers on customized planning and portfolio implementation for a limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices