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Integrity Wealth Solutions LLC
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CRD # | 284862 |
SEC # | 801-119760 |
CIK # | 0002006918 |
AUM | $223.6 MM (2024-02-27) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 303-716-5777 |
Address | 4725 S Monaco Street Denver, CO 80237 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLDM | 4.5 | ||
AAPL | 2,382,844.0 | 3.5 | |
SPEM | 2.9 | ||
NVDA | 399,550.0 | 2.6 | |
MSFT | 1,918,222.4 | 1.9 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 95 | 31.6 |
(b) Individuals (high net worth individuals) | 58 | 191.1 |
(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 | 3 | 0.9 |
(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 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 572 | 223.6 |
By Discretionary | ||
Discretionary | 571 | 223.4 |
Non-Discretionary | 1 | 0.2 |
Total | 572 | 223.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 223.6 | |
Total | 572 | 223.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0002006918] |
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