Integritas Wealth Strategies, LLC

Overview

Integritas Wealth Strategies, LLC is an independent, individually owned registered investment adviser operating as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fee arrangements—asset-based fees, hourly fees, and fixed fees—rather than relying on commission-based product sales. Integritas is not identified as a capital allocator, does not describe itself as an ESG-active manager, and is not set up as a multi-state adviser. Their advisory activity centers on bespoke planning and discretionary portfolio management for a compact client base. The firm reports offering investment access beyond traditional equities, including allocations into third-party alternative fund managers (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives