Integritas Wealth Strategies, LLC

Overview

Integritas Wealth Strategies, LLC is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves individual and family clients and offers financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Total assets are modest, which shapes the scale and types of services it provides.

Assets & Accounts

Public Holdings

Investments & Alternatives