INTEGRITY WEALTH SOLUTIONS LLC

4725 S. Monaco Street
Suite 335
Denver, Colorado 80237
Tel: 3037165777

About INTEGRITY WEALTH SOLUTIONS LLC

INTEGRITY WEALTH SOLUTIONS LLC, formally registered with the SEC as INTEGRITY WEALTH SOLUTIONS LLC. The firm was established in 11/09/2020. They have over 1 offices throughout the country.

INTEGRITY WEALTH SOLUTIONS LLC is a Denver, Colorado based Financial Planning firm with nearly $276,561,254 assets under management, offering retirement planning & investment advisory services to 646 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284862
SEC#	801-119760
Assets Managed by Firm	$276,561,254
No. of Clients	646
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	646	$276,561,254
Individuals (other than high net worth individuals)	100	$39,120,151
High net worth individuals	64	$236,564,405
Charitable organizations	Fewer than 5 clients	$800,193
Corporations or other businesses	Fewer than 5 clients	$76,505

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