Integrity Wealth Solutions LLC

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Assets, Funds, Holdings

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Integrity Wealth Solutions LLC
CRD #284862
SEC #801-119760
CIK #0002006918
AUM $223.6 MM (2024-02-27)
Employees 2 (100% Investors, 0% Brokers)
Phone303-716-5777
Address4725 S Monaco Street
Denver, CO 80237
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
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 ($MM)
16012896643202023202320242025
AUM Breakdown Accounts AUM ($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
13F-HR [0002006918]
Comparable Firms State AUM ($BB)
Transition Financial Advisors Group Inc
AZ 0.2
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FL 0.2
Prometheus Capital Management Corp
PA 0.2
VB&T Wealth Management LLC
AZ 0.2
Otto & Associates Inc
VT 0.2
Brendel Financial Advisors LLC
NH 0.2
TKG Advisors LLC
IN 0.2
Madden Advisory Services Inc
FL 0.2
Malvern Capital Management LLC
PA 0.2
Forefront Wealth Management Inc
PA 0.2
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