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INTEGRITY ALLIANCE, LLC
CRD 139627File 801-69742
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.41B
Top 25% of cohort (national)
Discretionary AUM
$4.45B
Non-discretionary $957.0M
Clients
10,885
20,448 accounts
Employees
400
Top 10% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 14, 2008
- Principal office
- 4135 NW URBANDALE DR, URBANDALE, IA, 50322
- Phone
- 877-886-1939
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.41B
- Discretionary AUM
- $4.45B
- Non-discretionary AUM
- $957.0M
- Discretionary accounts
- 18,318
- Non-discretionary accounts
- 2,130
- Total accounts
- 20,448
- AUM per client
- $497K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 95 | $200.1M |
| Charitable organizations | 5 | $6.5M |
| High net worth individuals | 1,082 | $2.66B |
| Pension and profit sharing plans | 125 | $365.3M |
| Individuals (other than high net worth individuals) | 9,578 | $2.18B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.