Integrity Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$162,965,278
Clients
167
23% high-net worth
Advisors
2
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
84
HighAverage account size
$975,840
About
Integrity Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates as a fee-only advisor that does not sell insurance or accept commissions, and it typically includes financial planning as part of its asset-management services.
Portfolios are invested primarily in no-load mutual funds, ETFs and individual stocks and bonds held at Charles Schwab or Fidelity, and accounts may be managed on either a discretionary or non-discretionary basis. The firm applies a mix of security-analysis methods (including charting, fundamental, technical and cyclical analysis) and offers retirement-plan services such as IPS preparation, selection and monitoring of plan investment options, and QDIA modeling.
Noteworthy for a firm with two advisors and roughly $163 million in assets under management, Integrity Wealth Management offers ERISA-level retirement plan services, including the option to serve as a 3(38) discretionary manager and to perform ongoing PIO monitoring. The brochure also discloses that the firm generally does not vote client proxies (other than in limited retirement-plan circumstances) and reports limited custody when clients authorize standing third‑party transfers, practices that are less common among similar small advisory firms.
Client services
Expertise
Occupation focus
Fee options
Up to $12,000 flat fee for financial planning-only services, negotiable based on scope and complexity
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
$250 per hour for financial planning-only services
Minimum fee: Minimum annual fee of $1,000, which may be lowered or waived at discretion Fee-only: Fee-only financial planning and investment management; no commissions or commissions accepted
Main office location
Integrity Wealth Management, Inc.
202 East Spokane Falls Blvd., Suite 200
Spokane WA 99202, United States
Number of offices
2
Most active in
Arizona · Florida · Idaho · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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