Integrity Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$285,486,435
This total excludes 14 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
818
22% high-net worth
Total advisors
4
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
205
Average account size
$349,005
About
Integrity Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates and employer retirement plans, offering asset management, comprehensive portfolio management, financial planning and retirement plan consulting, as well as estate-planning services. Portfolios may include individual stocks, bonds, ETFs, mutual funds and alternative exposures such as structured products, cryptocurrency-related products and options, and the firm provides participant education as part of its retirement-plan services.
The firm operates as a fiduciary and emphasizes individualized recommendations, ongoing monitoring and rebalancing, and both discretionary portfolio management and standalone planning engagements. It supplements internal advice with third‑party tools and models—such as Invesco model portfolios, the RightCapital planning platform, and an order-management platform (Pontera) for held‑away accounts—while retaining ultimate discretion over trading decisions.
Notable distinctions include an unusually high client load per advisor (roughly 200+ clients per advisor) and that representatives are licensed insurance agents who may offer commissionable insurance and annuity products; the firm also has an agreement with DPL to provide access to commission‑free life insurance and annuities. The brochure discloses additional third‑party arrangements and potential conflicts—such as a promoter/referral agreement, a 0.30% allocation of advisory fees paid to Pontera for held‑away services, and a recent transfer of custody to Schwab—which the firm says it monitors and manages.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Annuities
Options & derivatives strategies
Fee options
Flat fees from $1,000 to $15,000 for Financial Planning; $1,500 for standard Estate Planning
$0+: Up to 1.50% annually for Asset Management service $0+: Up to 1.75% annually for Comprehensive Portfolio Management service $0+: Up to 1.00% annually for Retirement Plan Consulting based on Plan assets
Up to $350/hour for Financial Planning, Consulting, Retirement Plan Consulting, and Estate Planning (complex cases)
Fee-only: Hourly rates up to $350/hour; Flat fees from $1,000 to $15,000 for Financial Planning; Flat fee $1,500 for standard Estate Planning (free if over $3 million AUM)
Main office location
Integrity Wealth Advisors, LLC
196 S. Fir St., Suite 140
Ventura CA 93001, United States
Number of offices
2
Most active in
Integrity Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Florida · Hawaii · Idaho · Nevada · New York · North Carolina · Oregon · South Carolina · Tennessee · Texas · Utah · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
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Website
805-339-0760
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