Integrity Wealth Advisors LLC

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Assets, Funds, Holdings

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Integrity Wealth Advisors LLC
CRD #281708
SEC #801-113205
CIK #0001951908
AUM $311.6 MM (2024-03-21)
Employees 14 (57% Investors, 21% Brokers)
Phone805-339-0760
Address196 S Fir St
Ventura, CA 93001
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 843 129.1
(b) Individuals (high net worth individuals) 245 157.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 9 16.9
(h) Charitable organizations 6 3.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 11 4.6
(n) Other 0 0.0
Total 1,599 311.6
By Discretionary
Discretionary 1,590 294.7
Non-Discretionary 9 16.9
Total 1,599 311.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 311.6
Total 1,599 311.6
EDGAR Form CIK 2011 - 2024
SC 13G [0001951908]
Form 13D/13G Filer Form 13D/13G Subject Filed
Integrity Wealth Advisors Inc Genasys Inc [2024-09-26]
Integrity Wealth Advisors Inc Genasys Inc [2022-11-03]
Integrity Wealth Advisors Inc Genasys Inc [2022-11-01]
Comparable Firms State AUM ($BB)
Rialto Wealth Management LLC
NY 0.3
St Johns Investment Management Company LLC
FL 0.3
Hutchens & Kramer Investment Management Group LLC
IN 0.3
Valiant Wealth LLC
IA 0.3
Altruist Financial Advisors LLC
MI 0.3
ADE LLC
MD 0.3
Jackson Financial Services LLC
SC 0.3
Lifepro Asset Management LLC
CA 0.3
Square Advisors LLC
0.3
Bernzott Capital Advisors
CA 0.3
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