Integrity Wealth Management, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,500,000
Clients
46
43% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
46
HighAverage account size
$76,087
About
Integrity Wealth Management serves affluent and high-net-worth individuals, including business owners, corporate executives, medical professionals, and retirees, offering comprehensive financial planning and discretionary portfolio management. The firm frequently acts as a coordinator with clients’ other advisors and emphasizes individualized planning and ongoing monitoring.
Investment advice is tailored to account size, risk tolerance, and clients’ required returns, using a mix of passive and active strategies and a preference for ETFs for tax efficiency and intraday tradability. To manage downside risk the firm commonly uses trailing stop orders on stock and ETF positions and may add individual fixed-income securities after seeking competitive quotes.
The firm operates on a fee-only basis and manages approximately $35 million for a relatively small roster of clients, enabling a focused, hands-on service model. Its leadership publishes regularly in national financial outlets and holds several advanced credentials in estate and tax planning; the firm also discloses a policy against accepting soft-dollar benefits and does not vote client proxies.
Client services
Financial planning
Portfolio management
Columnist
Expertise
Wealth management
Tax-loss harvesting
Active portfolio management
Occupation focus
Executive
Founder/Business Owner
Doctor or Medical Professional
Retired
Fee options
<$100,000 - $100,000: 1.30% $100,000 - $249,999: 1.20% $250,000 - $499,999: 1.10% $500,000 - $999,999: 0.80% $1,000,000 - $1,999,999: 0.65% $2,000,000 - $2,999,999: 0.55% $3,000,000 - $4,999,999: 0.40% $5,000,000+: Negotiable
Account minimum: $150,000 (may be met with multiple accounts; exceptions possible) Minimum fee: Financial planning initial fee typically between $1,000 to $2,000; renewal fee typically $250, $300, or $350 per calendar quarter depending on complexity Fee-only: Firm is fee-only; does not receive commissions at any time.
Main office location
Integrity Wealth Management, Inc
Greenwell Springs LA, United States
Number of offices
1
Most active in
Integrity Wealth Management, Inc has reported serving >5 clients in these states in the last 12 months.
Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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