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INTEGRITY WEALTH ADVISORS, LLC
196 S. Fir St.
Suite 140
Ventura, California 93001
Tel: 805-339-0760
About INTEGRITY WEALTH ADVISORS, LLC
INTEGRITY WEALTH ADVISORS, LLC, formally registered with the SEC as INTEGRITY WEALTH ADVISORS, LLC. The firm was established in 05/14/2018. They have over 3 offices throughout the country.
INTEGRITY WEALTH ADVISORS, LLC is a Ventura, California based Financial Planning firm with nearly $311,602,912 assets under management, offering retirement planning & investment advisory services to 1599 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281708 |
| SEC# | 801-113205 |
| Assets Managed by Firm | $311,602,912 |
| No. of Clients | 1599 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1599 | $311,602,912 |
| Individuals (other than high net worth individuals) | 843 | $129,100,042 |
| High net worth individuals | 245 | $157,157,146 |
| Pension and profit sharing plans | 9 | $16,909,923 |
| Charitable organizations | 6 | $3,786,656 |
| Corporations or other businesses | 11 | $4,649,145 |
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