Integrity Wealth Management, Inc
RIAState Registered
Total AUM
$3.5M
Discretionary
$3.5M
100% of AUM
Avg account
$41.2K
Accounts
85
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 143716
- Website
- www.integritywealth.us
- Custodians
- TRADEPMR BY ROBINHOOD
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI71.43%
- Individuals28.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Wealth Management, Inc. is an independent, corporately organized registered investment adviser owned by an individual and focused on serving individuals and families. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management (and other fee arrangements) and also engages in other financial product sales. It does not present itself as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents18%
- Investment Grade Corp Bonds4%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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