INTEGRITY WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$285M

Discretionary

$285M

100% of AUM

Avg account

$246K

Accounts

1,161

Employees

Advisory reps

Firm details

Headquarters: VENTURA, California
CRD number: 281708
Registered since: May 14, 2018
Website: iwaplan.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.54%
Individuals15.31%
Pension & Profit Sharing Plans7.39%
Charitable Organizations1.5%
Banking / Thrift Institutions0.64%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrity Wealth Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2018. The firm acts as a capital allocator for both individual and family clients as well as institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. Integrity also operates as an insurance broker, which aligns with its use of annuities among client solutions. The firm’s fee options include percentage-of-AUM billing as well as hourly and fixed-fee arrangements, allowing flexibility for different client relationships. Integrity is organized as a corporation with ownership characterized as a domestic entity and individuals. It does not identify as an active ESG investor and is not presented as a multi-state adviser in the provided data.