INTEGRITY WEALTH LLC

RIASEC RegisteredEst. 2024

Total AUM

$305M

Discretionary

$283M

93% of AUM

Avg account

$367K

Accounts

831

Employees

Advisory reps

Firm details

Headquarters: EUGENE, Oregon
CRD number: 330809
Registered since: May 6, 2024
Website: integritywealthnw.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI78.15%
Individuals14.44%
Pension & Profit Sharing Plans7.01%
Corporations / Businesses0.21%
Charitable Organizations0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrity Wealth LLC is an independent, SEC-registered registered investment adviser that began registration in 2024 and serves individual and family clients. The firm operates as an LLC and charges clients through a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension-related consulting services, and educational seminars or workshops. The firm does not identify as an active ESG investor. Integrity Wealth is not structured as a capital allocator; its model centers on direct advisory relationships rather than running pooled funds or acting as a fund-of-funds. The adviser is positioned to manage both discretionary and non-discretionary mandates, with the bulk of its assets held under discretionary authority.