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
B************@**************T
(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% |