INTEGRITY ALLIANCE, LLC

CRD 139627 · SEC 801-69742

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4135 NW URBANDALE DR, URBANDALE, IA, 50322, United States

Phone

877-886-1939

Fax

800-541-7986

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.41B

Discretionary AUM

$4.45B

Team

400 total employees; 322 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	9578	$2.18B
High net worth individuals	1082	$2.66B
Pension/profit sharing plans	125	$365.3M
Charitable organizations	5	$6.5M
Corporations/business entities	95	$200.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.INTEGRITYWEALTH.COM/WEALTH

Official SEC filing: View on IAPD