RIA Intel›Advisers›South Carolina›INTEGRITAS WEALTH STRATEGIES, LLC

INTEGRITAS WEALTH STRATEGIES, LLC

Advisory

CHARLESTON, SC

Data as of Aug 11, 2026 · Source: SEC Form ADV

Average account

$67K

across 56 accounts

AUM per adviser

$937K

4 advisers

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM

$4M

Discretionary %

100%

Clients

17

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees4

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

PROVISOR ASSET MANAGEMENT LLC

$4M

SOUTHBOUND WEALTH LLC

$4M

ADAPTIVE WEALTH, LLC

$3M

133 LEGACY PLANNING GROUP LLC

$3M

MECKLENBURG FINANCIAL GROUP, LLC

$3M

HILTON HEAD WEALTH ADVISORS, LLC

BLUFFTON, SC

$4M

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