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LENZ INTEGRITY FINANCIAL

LENZ INTEGRITY FINANCIAL, LLC

CRD 308335

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$4.5M

Discretionary AUM

$4.5M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2025-12-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals19$4.3M
Charitable organizations1$200K

All web addresses on file

Official SEC filing: View on IAPD