Integrity Private Wealth Advisors, LLC

RIAState Registered

Total AUM

$54.1M

Discretionary

0% of AUM

Avg account

$483K

Accounts

112

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 299046
Registered since: November 9, 2018
Website: www.integritypwa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI83.64%
Individuals13.76%
Corporations / Businesses2.46%
Pension & Profit Sharing Plans0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Integrity Private Wealth Advisors, LLC is an independent, Texas-registered advisory firm operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and charges fees based on a percentage of assets under management. Core advisory capabilities listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm notes an affiliation with an insurance company, which aligns with its use of insurance-linked products in client programs.