Integrity Wealth Management, Inc

Overview

Integrity Wealth Management, Inc. is a small independent registered investment adviser focused on individual and family clients. The firm’s advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is primarily a percentage of assets under management, supplemented by other forms of compensation as indicated in filings. Integrity Wealth Management does not position itself as an ESG investor and is not registered as a multi‑state adviser. Investment activity shows a clear tilt toward equity exposure: the firm’s filings list equities—largely exchange‑traded instruments—as the dominant asset class. Given the small total asset base, the firm appears to run concentrated, straightforward portfolios rather than extensive, multi‑layered alternative strategies. Business activities also include other financial product sales, which suggests supplemental product relationships beyond pure advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices