INTEGRITY WEALTH MANAGEMENT LLC

INTEGRITY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 301088). Regulatory assets under management: $61.9M.

Registration

• CRD: 301088
• Type: Registered investment adviser
• Phone: 515-326-0107
• Latest filing: 2026-03-31
• Regulatory AUM: $61.9M
• Discretionary AUM: $54.0M
• Non-discretionary AUM: $7.9M
• Clients: 4
• Accounts: 126

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301088 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search