|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Integrity Wealth Solutions LLC
✚
|
|
|---|---|
| CRD # | 284862 |
| SEC # | 801-119760 |
| CIK # | 0002006918 |
| AUM | $276.6 M (2025-06-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 303-716-5777 |
| Address | 4725 S Monaco Street Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.4 | ||
| World Currency Gold Trust | 6.2 | ||
| Global MOFY Metaverse Ltd | 3.2 | ||
| Apple Inc | 3.1 | ||
| Tesla Motors Inc | 2.6 | ||
| Amazon Com Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 39.1 |
| (b) Individuals (high net worth individuals) | 64 | 236.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 646 | 276.6 |
| By Discretionary | ||
| Discretionary | 645 | 276.6 |
| Non-Discretionary | 1 | 0.0 |
| Total | 646 | 276.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 276.6 | |
| Total | 646 | 276.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002006918] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Financial Strategies Corp
✚
|
NC | 0.3 |
|
Capital Ideas Inc
✚
|
TX | 0.3 |
|
CornerStone Advisors LLC
✚
|
AR | 0.3 |
|
American Fundstars Financial Group LLC
✚
|
CA | 0.3 |
|
New River Financial Group LLC
✚
|
VA | 0.3 |
|
Global Investment Adviser LC
✚
|
FL | 0.3 |
|
Ballast Financial Advisors LLC
✚
|
PA | 0.3 |
|
Stonebridge Wealth Systems LLC
✚
|
NE | 0.3 |
|
Pinvest LLC
✚
|
FL | 0.3 |
|
Define Financial LLC
✚
|
CA | 0.3 |