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, SEC-registered registered investment adviser formed as an LLC in 2020 and owned by an individual. The firm serves both individual & family and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Core advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not structured as a capital allocator; it relies on externally managed vehicles where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 118Active vs passive
$291M in ETFs
66%
$191M
29%
$99.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $17.4M | 243,750 | 5.98% |
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
Similar firms
M.Z. Kark & Associates, Inc
RIADenver, CO
Helm Investment Management, LLC
RIADenver, CO
Primark Advisors, LLC
RIADenver, CO
Collegiate Peaks Asset Management, LLC
RIADenver, CO
Resolute Capital Asset Partners LLC
RIADenver, CO
Destiny Capital Corporation
RIADenver, CO