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Home > Retirement Planners > pennsylvania > coatesville > INTEGRITY WEALTH MANAGEMENT, INC.
INTEGRITY WEALTH MANAGEMENT, INC.
202 East Spokane Falls Blvd.
Suite 200
Spokane, Washington 99202
Tel: 509-315-9532
About INTEGRITY WEALTH MANAGEMENT, INC.
INTEGRITY WEALTH MANAGEMENT, INC, formally registered with the SEC as INTEGRITY WEALTH MANAGEMENT, INC. The firm was established in 07/31/2023. They have over 2 offices throughout the country.
INTEGRITY WEALTH MANAGEMENT, INC. is a Spokane, Washington based Financial Planning firm with nearly $116,928,445 assets under management, offering retirement planning & investment advisory services to 479 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150103 |
| SEC# | 801-128497 |
| Assets Managed by Firm | $116,928,445 |
| No. of Clients | 479 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 479 | $116,928,445 |
| Individuals (other than high net worth individuals) | 125 | $29,682,051 |
| High net worth individuals | 32 | $87,087,044 |
| Corporations or other businesses | 2 | $159,350 |
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