INTEGRITY WEALTH MANAGEMENT, LLC

Overview

Integrity Wealth Management, LLC is a small, owner‑run advisory firm structured as a limited liability company that provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. The firm charges fees as a percentage of assets under management and functions as a capital allocator, meaning it constructs client portfolios directly and makes use of third‑party managers where appropriate. Investment preference shows a clear tilt toward exchange‑traded equities, with equity strategies forming the backbone of client portfolios. Integrity Wealth Management also incorporates non‑equity solutions—most notably real estate exposure—through external managers, and it uses annuities and mutual funds as complementary building blocks. The firm’s business activities include accounting services, which may influence how it blends tax considerations into portfolio construction for its clients. Integrity Wealth Management is not positioned as an ESG investor and is not registered as a multi‑state adviser; its advisory mix emphasizes straightforward portfolio management and outsourcing to specialist managers when needed.

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