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INTEGRITY FINANCIAL ADVISORS, LLC
CRD 313369File 801-121305
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$134.9M
Bottom 25% of cohort (national)
Discretionary AUM
$115.2M
Non-discretionary $19.7M
Clients
240
495 accounts
Employees
9
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 1, 2021
- Principal office
- 400 TRADECENTER, SUITE 3990, WOBURN, MA, 01801
- Phone
- 978-338-4830
- Website
- HTTPS://WWW.INTEGRITYFA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $134.9M
- Discretionary AUM
- $115.2M
- Non-discretionary AUM
- $19.7M
- Discretionary accounts
- 489
- Non-discretionary accounts
- 6
- Total accounts
- 495
- AUM per client
- $562K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $4.4M |
| High net worth individuals | 22 | $35.0M |
| Pension and profit sharing plans | 5 | $19.7M |
| Individuals (other than high net worth individuals) | 208 | $75.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FINANCIAL PLANNING FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11- Q11
- 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.