Integrity Wealth Management, Inc.

RIASEC RegisteredEst. 2023

Total AUM

$163M

Discretionary

$123M

75% of AUM

Avg account

$300K

Accounts

544

Employees

Advisory reps

Firm details

Headquarters: Spokane, Washington
CRD number: 150103
Registered since: July 31, 2023
Website: www.integritywm.net
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.31%
Individuals20.58%
Corporations / Businesses0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Integrity Wealth Management, Inc. is an individually owned corporate RIA that registered with the SEC in 2023 and operates as an independent advisory firm. Its client mix includes individuals and families as well as institutional clients. Service offerings emphasize financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. The firm charges a blend of fees — percentage of assets under management, hourly fees, and fixed fees — and reports both discretionary and non‑discretionary advisory arrangements. Integrity Wealth Management does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi‑state adviser. It does not list pension consulting or related‑adviser activity on its disclosure.