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INTEGRITY WEALTH MANAGEMENT LLC

Advisory

IA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IA

#138

of 154 advisers by AUM

Average account

$491K

across 126 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$62M

Discretionary AUM$54M

Non-Discretionary AUM$8M

Discretionary %87.3%

Total Clients27

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA

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

27 clients

17 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 IA

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

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$68M

ACTIS WEALTH MANAGEMENT L.C.

$70M

PENN ADVISORY GROUP INC.

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$53M

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