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INTEGRITY WEALTH LLC
CRD 330809 · SEC 801-130226
1200 EXECUTIVE PARKWAY, SUITE 430, EUGENE, OR, 97401, United States
Phone
(541) 650-6061
Fax
541-641-0279
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$304.8M
Discretionary AUM
$283.5M
Team
6 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $44.0M |
| High net worth individuals | 120 | $238.2M |
States served
CA, NM, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD