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 registered investment adviser formed as a limited liability company and SEC-registered in 2024. The firm serves individual and family clients and combines financial planning with discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Additional services include pension consulting and educational seminars or workshops. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not structured as a capital allocator or fund sponsor.