Integrity Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,500,000
Total clients
46
43% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
46
Average account size
$76,087
About
Integrity Wealth Management serves affluent and high-net-worth individuals, including business owners, corporate executives, medical professionals, and retirees, offering comprehensive financial planning and discretionary portfolio management. The firm frequently acts as a coordinator with clients’ other advisors and emphasizes individualized planning and ongoing monitoring.
Investment advice is tailored to account size, risk tolerance, and clients’ required returns, using a mix of passive and active strategies and a preference for ETFs for tax efficiency and intraday tradability. To manage downside risk the firm commonly uses trailing stop orders on stock and ETF positions and may add individual fixed-income securities after seeking competitive quotes.
The firm operates on a fee-only basis and manages approximately $35 million for a relatively small roster of clients, enabling a focused, hands-on service model. Its leadership publishes regularly in national financial outlets and holds several advanced credentials in estate and tax planning; the firm also discloses a policy against accepting soft-dollar benefits and does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
<$100,000 - $100,000: 1.30% $100,000 - $249,999: 1.20% $250,000 - $499,999: 1.10% $500,000 - $999,999: 0.80% $1,000,000 - $1,999,999: 0.65% $2,000,000 - $2,999,999: 0.55% $3,000,000 - $4,999,999: 0.40% $5,000,000+: Negotiable
Account minimum: $150,000 (may be met with multiple accounts; exceptions possible) Minimum fee: Financial planning initial fee typically between $1,000 to $2,000; renewal fee typically $250, $300, or $350 per calendar quarter depending on complexity Fee-only: Firm is fee-only; does not receive commissions at any time.
Most active in
Louisiana
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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