Integritas Wealth Management

Overview

Integritas Wealth Management is organized as a limited liability company and is classified in FINTRX as an institutional registered investment adviser that functions as a capital allocator. The firm is individually owned and reports advisory activity focused on the selection of other advisers, suggesting a model that sources and places client capital with external managers rather than running an extensive in-house investment platform. Its fee structure is listed as "other," and the firm does not identify as an active ESG investor. The record indicates the adviser operates within a single state (not multistate), is not newly formed, and does not represent itself as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices