Integrity Wealth Management LLC

Overview

Integrity Wealth Management LLC is an independent, owner-operated registered investment adviser focused on individual and family clients, with a service line that includes financial planning and portfolio management for individuals and small businesses. The firm charges fixed fees and operates primarily as a discretionary manager, handling the day-to-day implementation of client portfolios in most relationships. It is not positioned as a capital allocator to external private funds and does not identify as an active ESG investor. The firm's approach is fund-centric: public mutual funds and similar pooled vehicles are the dominant building blocks of client portfolios, complemented where appropriate by annuities. Given the small client base and the concentration of assets in mutual funds, the firm appears to favor straightforward, model- and fund-based solutions rather than direct-stock concentrated bets or heavy use of third-party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices