Integrity Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 301088
- Website
- integrityguidance.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI94.45%
- Individuals5.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrity Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging a fixed-fee advisory model rather than asset‑based or performance fees. According to its filings it does not position itself as a capital allocator, is not an active ESG investor, is not a multi‑state adviser, and does not provide pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Loren Sherman
AdvisorCRD 5457141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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