Integrity Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$61,858,219
Clients
27
63% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
LowAverage account size
$2,291,045
About
The firm provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, working with a small, focused client roster. Its investment universe is concentrated on traditional securities and select insurance products, including stocks, mutual funds, ETFs (notably including precious metal ETFs), and annuities.
Investment decisions are driven by client-specific Investment Policy Statements and modern portfolio theory, with a long-term trading orientation and the ability to manage accounts on either a discretionary or non-discretionary basis. Clients receive periodic reviews and written or electronic financial plans, with at least annual account reviews and additional meetings as needed.
What distinguishes the firm from many peers is its non-AUM compensation approach — it does not use a percentage-of-assets-under-management fee model and also does not accept performance-based fees. The firm is a single-advisor practice that maintains relationships with custodians that provide institutional services and possible soft-dollar benefits, and a firm representative is a licensed insurance agent who may offer commissionable insurance products, a relationship the firm discloses as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Annuities
Fee options
Minimum fee: $12,000 to $18,000 annually Fee-only: Flat annual fee ranging from $12,000 to $18,000 based on complexity and scope of services
Most active in
Integrity Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Iowa
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 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.
Forms ADV
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