RIA Intel›Advisers›Maryland›LENZ INTEGRITY FINANCIAL, LLC

LENZ INTEGRITY FINANCIAL, LLC

Advisory

Data as of Dec 1, 2025 · Source: SEC Form ADV

Average account

$225K

across 20 accounts

AUM per adviser

$5M

1 adviser

Source: SEC Form ADV. Figures as filed Dec 1, 2025.

Total AUM

$5M

Discretionary %

100%

Clients

20

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$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMD

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

20 clients

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

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Advisers of similar size in MD

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

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WORLD FINANCIAL ASSETS ADVISORY

$4M

BELLEROS CAPITAL MANAGEMENT, LLC

$4M

DOCSHAH FINANCIAL, LLC

$4M

BRC FINANCIAL PLANNING LIMITED LIABILITY COMPANY

$4M

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