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| Happy Holidays!! thanks for using AUM13F!! |
| Integrity Wealth Advisors LLC
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| CRD # | 281708 |
| SEC # | 801-113205 |
| CIK # | 0001951908 |
| AUM | $274.9 M (2025-03-26) |
| Employees | 10 (40% Investors, 20% Brokers) |
| Phone | 805-339-0760 |
| Address | 196 S Fir St Ventura, CA 93001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001951908 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| LRAD Corp | 12.0 | ||
| Alphabet Inc | 6.7 | ||
| Apple Inc | 3.2 | ||
| International Business Machines Corp | 2.3 | ||
| Boeing Co | 2.1 | ||
| Energy Fuels Inc | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| Amazon Com Inc | 1.3 | ||
| Envision Solar International Inc | 1.0 | ||
| Amgen Inc | 1.0 | ||
| Walt Disney Co | 1.0 | ||
| Tesla Motors Inc | 0.9 | ||
| Micron Technology Inc | 0.8 | ||
| Sprott Physical Silver Trust | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 620 | 108.7 |
| (b) Individuals (high net worth individuals) | 180 | 136.8 |
| (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 | 10 | 21.0 |
| (h) Charitable organizations | 4 | 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 | 9 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,269 | 274.9 |
| By Discretionary | ||
| Discretionary | 1,259 | 253.9 |
| Non-Discretionary | 10 | 21.0 |
| Total | 1,269 | 274.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 274.9 | |
| Total | 1,269 | 274.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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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Private Portfolios Inc
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Canter Strategic Wealth Management LLC
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Retirement Financial Solutions LLC
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Weitzel Financial Services Inc
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Gentry Private Wealth LLC
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KS | 0.3 |
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NorthStar Financial Planners Inc
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Rahlfs Capital LLC
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0.3 |