Integrity Wealth LLC

RIASEC RegisteredEst. 2024

Total AUM

$305M

Discretionary

$283M

93% of AUM

Avg account

$367K

Accounts

831

Employees

Advisory reps

Firm details

Headquarters: Eugene, Oregon
CRD number: 330809
Registered since: May 6, 2024
Website: integritywealthnw.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI78.15%
Individuals14.44%
Pension & Profit Sharing Plans7.01%
Corporations / Businesses0.21%
Charitable Organizations0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Integrity Wealth LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and educational seminars or workshops. The firm is not flagged as an active ESG investor and is structured as a domestic entity/individual ownership type.