Integrity Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$64,677,000
Total clients
130
9% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$497,515
About
Integrity Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, preparing individualized Investment Policy Statements and ongoing monitoring. The firm reports roughly $64 million in discretionary assets under management across three advisors and about 130 client relationships.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, with a primary emphasis on ETFs and diversified asset allocations tailored to documented risk tolerance. Integrity Wealth Advisors routinely seeks discretionary authority to implement model allocations and may allocate client assets to a SEI sub‑advised program for model implementation.
What distinguishes the firm from many peers is its industry affiliations and operational arrangements disclosed in the ADV: several supervised persons are registered representatives of a broker‑dealer (Securities America) and are licensed insurance agents, allowing offer of commissionable securities and insurance products and creating disclosed conflicts of interest. The adviser also requires clients to use SEI Private Trust, participates in the SEI platform (including receipt of platform and research benefits), and does not aggregate block trades across multiple client accounts—features that are less common among supported firms.
Client services
Expertise
Fee options
$0 - $250,000: 0.75% annually (Bronze Model) plus monthly financial planning fee $250,000 - $1,500,000: 1.00% annually $1,500,000 - $2,500,000: 0.75% annually $2,500,000+: 0.50% annually
Registered representatives of affiliated broker-dealer accept compensation for sale of securities and insurance products; commissions are not primary source of IWALLC's compensation
Fee-only: Fixed financial planning fees between $2,000 to $6,000 for initial financial planning; Monthly financial planning fee of $300 for individuals and $500 for families (Bronze Model clients only)
Main office location
Integrity Wealth Advisors
52511 Gumwood Rd
Granger IN 46530, United States
Number of offices
3
Most active in
Florida · Indiana · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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