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| Keyboard |
| Integrity Wealth LLC
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|---|---|
| CRD # | 330809 |
| SEC # | 801-130226 |
| CIK # | |
| AUM | 304.8 M (2026-06-30) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 541-650-6061 |
| Address | 1200 Executive Parkway Eugene, OR 97401 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 44.0 |
| (b) Individuals (high net worth individuals) | 120 | 238.2 |
| (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 | 0 | 21.4 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 831 | 304.8 |
| By Discretionary | ||
| Discretionary | 828 | 283.5 |
| Non-Discretionary | 3 | 21.4 |
| Total | 831 | 304.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 301.5 | |
| Total | 831 | 304.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
YIM Investment Management LLC
✚
|
HI | 307.8 M |
|
Gentry Private Wealth LLC
✚
|
KS | 307.7 M |
|
Oneamerica Securities Inc
✚
|
IN | 306.1 M |
|
SIMS Investment Management LLC
✚
|
OH | 304.6 M |
|
Northern Capital Retirement Services Inc
✚
|
WA | 304.2 M |
|
Asia Pacific Financial Management Group Inc
✚
|
303.5 M | |
|
Mack Investment Securities Inc
✚
|
IL | 302.6 M |
|
Summit Group Retirement Planners Inc
✚
|
PA | 302.3 M |
|
Capital Investment Advisors Inc
✚
|
DC | 302.3 M |
|
Gretchen Stangier Inc
✚
|
OR | 300.4 M |