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| Keyboard |
| Integrity Wealth Management LLC
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|
|---|---|
| CRD # | 130422 |
| SEC # | 801-134862 |
| CIK # | |
| AUM | 111.1 M (2026-06-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 513-289-2625 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 22.6 |
| (b) Individuals (high net worth individuals) | 32 | 88.5 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 356 | 111.1 |
| By Discretionary | ||
| Discretionary | 356 | 111.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 356 | 111.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.1 | |
| Total | 356 | 111.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DW Investment Solutions Inc
✚
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111.4 M | |
|
Global Opportune Investments LLC
✚
|
FL | 111.3 M |
|
Financial Mountain Inc
✚
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CO | 111.3 M |
|
The Quick Group LLC
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|
NY | 111.3 M |
|
Belleair Wealth Management LLC
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|
FL | 111.2 M |
|
Harbor Light Planning LLC
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111.1 M | |
|
Golden Years Advisory LLC
✚
|
GA | 111.1 M |
|
Levenson Wealth LLC
✚
|
111.0 M | |
|
Summit Planning Group Inc
✚
|
NY | 111.0 M |
|
CL Sheldon & Company LLC
✚
|
110.7 M |