Integrity Wealth Solutions LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 284862
- Registered since
- November 9, 2020
- Website
- www.integrity-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.46%
- Individuals15.18%
- Charitable Organizations0.3%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Integrity Wealth Solutions LLC is an independent, owner-operated registered investment adviser that first registered with the SEC in 2020. The firm serves a mix of individual and family clients as well as institutional relationships, and charges clients either a percentage of assets under management or fixed fees. Core services listed on the firm’s ADV are financial planning, portfolio management for individuals and small businesses, and pension consulting. Integrity Wealth Solutions is not identified as an active ESG investor and does not report a multi-state adviser status. The firm’s operating structure is a limited liability company and it classifies itself as an independent RIA rather than a capital allocator or related adviser.
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 Equities75%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents1%
- Other1%
Contacts
2 of 2
Justina Welch
Principal, Co-OwnerCRD 3276656
Clint Thomas
PrincipalCRD 4310393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$272M in ETFs
67%
$182M
28%
$90.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $15.6M | 243,237 | 5.72% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 4725 S Monaco St
- Time zone
- MT (UTC-7)
- Office locations
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