INTEGRITY WEALTH SOLUTIONS LLC

RIASEC RegisteredEst. 2020

Total AUM

$369M

Discretionary

$369M

100% of AUM

Avg account

$505K

Accounts

730

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 284862
Registered since: November 9, 2020
Website: www.integrity-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.46%
Individuals15.18%
Charitable Organizations0.3%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Integrity Wealth Solutions LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm serves both individual and family clients as well as institutional relationships and bills for advice via a blend of AUM-based fees and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting support. Integrity Wealth Solutions does not describe itself as an active ESG investor and is not presented as a capital allocator. The firm is owner-operated (individual owner) and appears to run a straightforward, adviser-centric model rather than acting as a fund sponsor or multi-state RIA network. Its public filings indicate a clear tilt toward liquid equity instruments and model-driven portfolio management rather than internally managed alternative funds.