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| Keyboard |
| Integrity Investment Advisors LLC
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|---|---|
| CRD # | 154131 |
| SEC # | 801-113631 |
| CIK # | 0002066359 |
| AUM | 394.3 M (2026-05-08) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 303-549-4720 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.2 | ||
| Broadcom Inc | 4.2 | ||
| Nvidia Corp | 2.2 | ||
| Microsoft Corp | 1.5 | ||
| Lockheed Martin Corp | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 30.7 |
| (b) Individuals (high net worth individuals) | 77 | 363.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 512 | 394.3 |
| By Discretionary | ||
| Discretionary | 494 | 385.8 |
| Non-Discretionary | 18 | 8.5 |
| Total | 512 | 394.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.3 | |
| Total | 512 | 394.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002066359] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quarry Hill Advisors LLC
✚
|
MN | 394.8 M |
|
Gen-Wealth Partners Inc
✚
|
MI | 394.8 M |
|
Hunter Lewis LLC
✚
|
VA | 394.6 M |
|
Cargile Investment Management Inc
✚
|
TX | 394.6 M |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 394.4 M |
|
Vawter Financial Ltd
✚
|
OH | 394.4 M |
|
MN Wealth Advisors LLC
✚
|
KS | 394.2 M |
|
AJ Advisors LLC
✚
|
TN | 393.9 M |
|
Virginia Wealth Management Group Inc
✚
|
VA | 393.8 M |
|
Bellevue Asset Management LLC
✚
|
WA | 393.7 M |