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INTEGRITY WEALTH SOLUTIONS LLC
CRD 284862 · SEC 801-119760
4725 S. MONACO STREET, SUITE 335, DENVER, CO, 80237, United States
Phone
3037165777
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$369.0M
Discretionary AUM
$369.0M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $56.0M |
| High net worth individuals | 71 | $311.6M |
| Charitable organizations | 3 | $1.1M |
| Corporations/business entities | 1 | $223K |
States served
CA, CO, NE, NM, VA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD