INTEGRITY PRIVATE WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2018

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 registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and institutional clients. The firm, SEC-registered in 2018 and owned by an individual, operates as a non-capital-allocating RIA that delivers advice on portfolio construction, retirement and pension-related consulting, and financial planning. Its business model is percentage-of-AUM compensation, and it identifies equities as its primary allocation preference. Integrity is not positioned as an active ESG investor and currently reports operating within a single-state registration footprint. Clients retain trading authority: the firm’s reported assets are held as non‑discretionary, indicating Integrity acts in an advisory capacity while clients maintain final investment decision authority.