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 independent registered investment adviser that appears to serve both individual/family and institutional clients. The firm is organized as a corporation and is owner-operated, with SEC registration in 2023. Its advisory services center on financial planning and portfolio management across individual, small business, and institutional client types. Fee arrangements include a percentage-of-AUM model alongside options for hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.