RIA Intel›Advisers›Washington›INTEGRITY FINANCIAL STRATEGIES LLC

INTEGRITY FINANCIAL STRATEGIES LLC

Advisory

Data as of Jul 16, 2026 · Source: SEC Form ADV

Average account

$213K

across 112 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 16, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, LA, TX, WA

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

55 clients

13 high-net-worth

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

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