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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