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| Integrity Wealth Advisors LLC
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|
|---|---|
| CRD # | 281708 |
| SEC # | 801-113205 |
| CIK # | 0001951908 |
| AUM | $285.5 M (2026-06-22) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 805-339-0760 |
| Address | 196 S Fir St Ventura, CA 93001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| LRAD Corp | 11.8 | ||
| Alphabet Inc | 8.8 | ||
| Boeing Co | 5.2 | ||
| Apple Inc | 3.2 | ||
| Energy Fuels Inc | 2.3 | ||
| International Business Machines Corp | 2.3 | ||
| Envision Solar International Inc | 1.6 | ||
| Nvidia Corp | 1.2 | ||
| Amgen Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 641 | 43.7 |
| (b) Individuals (high net worth individuals) | 177 | 212.8 |
| (c) Banking or thrift institutions | 1 | 1.8 |
| (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 | 5 | 21.1 |
| (h) Charitable organizations | 5 | 4.3 |
| (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 | 3 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,161 | 285.5 |
| By Discretionary | ||
| Discretionary | 1,161 | 285.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,161 | 285.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.5 | |
| Total | 1,161 | 285.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001951908] | |
| 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] |
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|---|---|---|
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WY | 0.3 |
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