Integrity Wealth Advisors, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$285M

Discretionary

$285M

100% of AUM

Avg account

$246K

Accounts

1,161

Employees

Advisory reps

Firm details

Headquarters: Ventura, California
CRD number: 281708
Registered since: May 14, 2018
Website: iwaplan.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.54%
Individuals15.31%
Pension & Profit Sharing Plans7.39%
Charitable Organizations1.5%
Banking / Thrift Institutions0.64%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrity Wealth Advisors, Inc. is an independent, SEC-registered registered investment adviser that functions as both an advisor and a capital allocator for individuals, families and institutional clients. The firm offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements, and it also operates as an insurance broker. Advisory capabilities listed on its Form ADV include financial planning, portfolio management for individuals and small businesses, pension consulting support, manager-of-managers (selection of other advisers) and educational seminars and workshops. Integrity Wealth Advisors is not active on ESG investing and identifies as a single-state adviser.