INTEGRITY WEALTH LLC

CRD 330809File 801-130226

APPROVED

Retail clients

Custody

Filing as of Aug 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$304.8M

Below cohort median (national)

Discretionary AUM

$283.5M

Non-discretionary $21.4M

Clients

245

831 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 6, 2024
Principal office: 1200 EXECUTIVE PARKWAY, SUITE 430, EUGENE, OR, 97401
Phone: (541) 650-6061
Website: https://www.retirementintelligence.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $304.8M
Discretionary AUM: $283.5M
Non-discretionary AUM: $21.4M
Discretionary accounts: 828
Non-discretionary accounts: 3
Total accounts: 831
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$653K
Charitable organizations	Fewer than 5	$576K
High net worth individuals	120	$238.2M
Pension and profit sharing plans	Fewer than 5	$21.4M
Individuals (other than high net worth individuals)	125	$44.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
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: No
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

This 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.