INTEGRITY WEALTH MANAGEMENT, INC.

Adviser information for INTEGRITY WEALTH MANAGEMENT, INC. last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Washington, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 417 $80.7M
Non-Discretionary 62 $36.3M
Total 479 $116.9M

Clients

Type Number RAUM
Individuals 125 $29.7M
HNW Individuals 32 $87.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 2 $159,350
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-128497
SEC ERA File Number 801-128497
SEC CIK Numbers None
SEC CRD Numbers 150103
Legal Entity Identifier None

Principal Office

202 EAST SPOKANE FALLS BLVD.
SUITE 200
SPOKANE
WA
United States
Monday - Friday, 9:00 AM - 4:00 PM
Tel: 509-315-9532, Fax: 509-315-9534

Chief Compliance Officer

BRIAN SIMPSON
PRESIDENT
202 EAST SPOKANE FALLS BLVD.
SUITE 200
SPOKANE
WA
United States
Tel: 509-315-9532
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SIMPSON, BRIAN, STEVEN Individual PRESIDENT/CHIEF COMPLIANCE OFFICER 05/2009 > 75%

No. Employees, Historic

10502023202420252 on 6/30/20232 on 3/22/2024

RAUM, Historic

200M100M0202320242025109994530 on 6/30/2023116928445 on 3/22/2024

No. Clients, Historic

2001000202320242025137 on 6/30/2023159 on 3/22/2024