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 $307,036,398 assets under management, offering retirement planning & investment advisory services to 1540 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281708
SEC#	801-113205
Assets Managed by Firm	$307,036,398
No. of Clients	1540
No. of Advisors	15

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1540	$307,036,398
Individuals (other than high net worth individuals)	680	$94,021,411
High net worth individuals	270	$187,797,684
Pension and profit sharing plans	9	$17,086,264
Charitable organizations	6	$3,674,685
Corporations or other businesses	10	$4,456,354

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$782,620,910,160	242041	1007
DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104	$322,933,193,102	762	295

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