Integrity Advisory Solutions

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$1,103,455,772 as of October 2026, filing dated June 11, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Other

Legal name

Integrity Advisory Solutions, LLC

Also doing business as

ADR WEALTH MANAGEMENT, LLC, ADVISORY SYNERGIES, ALLIANCE APETE FINANCIAL, AMERICAN ACADEMY WEALTH, AMIR WEALTH PARTNERS, LLC, ARTIS WEALTH MANAGEMENT, LLC, ASSURANCE FINANCIAL, INC, BOTT WEALTH MANAGEMENT, CAB FINANCIAL,LLC, CLOCK TOWER WEALTH MANAGEMENT, INC., CONTENTMENT WEALTH, LLC, CURRY WEALTH PLANNING, ELEVATE LIFE AGENCY, FEDSMART RETIREMENT, FREEDOM FINANCIAL PARTNERS, GCP WEALTH, LLC, IFC NATIONAL MARKETING, INCOME FOCUSED ADVISORS, LLC, INTEGRITY WEALTH, JK FINANCIAL, LLC, KHT WEALTH MANAGEMENT, LLC, KNOTTS FINANCIAL SOLUTIONS, LLC, LEE LEGACY WEALTH, LLC, LEGACY CARE ADVISORS, LLC, LITHERLAND, KENNEDY & ASSOCIATES, LOVATO FINANCIAL, LLC, MIDWEST INSURANCE GROUP, LLC, MISSION FOCUSED CAPITAL MANAGEMENT, LLC, MORRIS HALL WEALTH, MORRISON MONEY MANAGEMENT, LLC, NEYENS WEALTH, LLC, NOVAK WEALTH ADVISORS, NWA WEALTH MANAGEMENT, LLC, POLYCHRONIS FINANCIAL, POTTER WEALTH PLANNING, LLC, PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING, RIDLEY WEALTH, LLC, ROBINSON WEALTH, S&K PRIVATE WEALTH ADVISORS, LLC, SCHOMER WEALTH ADVISORS, SETON WEALTH MANAGEMENT, LLC, SIDDIQI VENTURES, LLC, SILVERLEAF WEALTH MANAGEMENT, SUMMIT LIFE FINANCIAL, LLC, SUMMIT WEALTH GROUP, SURE FIRE FINANCIAL, LLC, THE BULES GROUP, TRUSTED ATTORNEY ADVISORS, PLLC, VESTED LEGACY WEALTH MANAGEMENT, LP, WEALTH FORMAT SYSTEM, ZLF ADVISORY SERVICES

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2022 (4 years)

Employees

Total: 113. Performing investment advisory functions: 108.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

15 other offices, as of the July 2026 filing

Airmont, NYBurlington, NCCampbell, CAColumbia, MOFederal Way, WAIndianapolis, INMesa, AZOmaha, NEPort St Lucie, FLPrescott, AZPuyallup, WAStaten Island, NYTampa, FLUrbandale, IAWorcester, MA

States registered or notice-filed

43 states or jurisdictions

ALARAZCACOFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $120,195,277 in the October 2022 data and $1,103,455,772 in the October 2026 data, up 818%.

Total employees: 5 in October 2022 and 113 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • No longer lists the business name LK Wealth, LLC.
   • Added the business name Litherland, Kennedy & Associates.
2. June 2026
   • Registered or notice-filed in RI.
3. May 2026
   • Updated its list of owners and control persons (Schedule A).
4. April 2026
   • Regulatory assets under management went from $512,263,824 to $1,103,455,772 (+115%).
   • Employees performing advisory functions went from 90 to 108.
   • Added the business name Advisory Synergies.
   • Added the business name Curry Wealth Planning.
   • Added the business name Polychronis Financial.
   • Added the business name IFC National Marketing.
   • Added the business name ADR Wealth Management, LLC.
   • No longer lists the business name MJB Wealth Management, Inc..
   • No longer lists the business name Wise Wealth Stewardship, Inc.
   • No longer lists the business name Safeguard Retirement Advisors.
   • Added an office in Campbell, CA.
   • Added an office in Omaha, NE.
   • Added an office in Staten Island, NY.
   • No longer lists an office in El Segundo, CA.
   • No longer lists an office in Houston, TX.
   • No longer lists an office in Rolling Meadows, IL.
5. February 2026
   • Updated its list of owners and control persons (Schedule A).
6. January 2026
   • Registered or notice-filed in WV.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.