Integrity Advisers LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Advisory reps
1

Firm details

Headquarters
Los Angeles, California
CRD number
310757
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Integrity Advisers LLC is a small, individually owned limited liability company that operates as a registered representative of a broker‑dealer and provides portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management rather than flat or hourly fees. It is classified as an unclassified adviser in the available data and is not listed as a capital allocator, pension consultant, related adviser, or multi‑state registered adviser. The firm does not identify itself as an active ESG investor and is not characterized as a newly formed adviser. Its business model blends advisory portfolio management with broker‑dealer registration, which suggests access to broker‑dealer distribution channels and product platforms alongside advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Wong

    CEO, Registered RepresentativeCRD 4689031

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
453 S Spring St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth