RIA Intel›Advisers›Louisiana›INTEGRITY WEALTH MANAGEMENT, INC

INTEGRITY WEALTH MANAGEMENT, INC

Advisory

Data as of Aug 25, 2026 · Source: SEC Form ADV

Average account

$41K

across 85 accounts

AUM per adviser

$4M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$4M

Discretionary %

100%

Clients

46

Employees

1

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 Clients46

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA

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

46 clients

20 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 LA

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

LATTICEWORK INVESTMENTS, LLC

LAFAYETTE, LA

$3M

SKIPJACK FINANCIAL, LLC

$3M

PENDEX ADVISORS, LLC

$4M

A.B. RIDGEWAY WEALTH MANAGEMENT LLC

$4M

RINAUDO CAPITAL, LLC

$4M

HEDGED PRIVATE WEALTH, LLC

METAIRIE, LA

$4M

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