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INTEGRITY WEALTH MANAGEMENT, INC.
CRD 150103File 801-128497
APPROVED
Retail clients
Custody
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$163.2M
Bottom 25% of cohort (national)
Discretionary AUM
$122.8M
Non-discretionary $40.4M
Clients
169
544 accounts
Employees
2
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 31, 2023
- Principal office
- 202 EAST SPOKANE FALLS BLVD., SUITE 200, SPOKANE, WA, 99202
- Phone
- 509-315-9532
- Website
- HTTP://WWW.INTEGRITYWM.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $163.2M
- Discretionary AUM
- $122.8M
- Non-discretionary AUM
- $40.4M
- Discretionary accounts
- 485
- Non-discretionary accounts
- 59
- Total accounts
- 544
- AUM per client
- $965K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $185K |
| High net worth individuals | 39 | $129.4M |
| Individuals (other than high net worth individuals) | 128 | $33.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.