# Integrity Wealth Advisors, Inc.

> Integrity Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Ventura, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 281708
- Filed as: INTEGRITY WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ventura, CA
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281708
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-wealth-advisors-inc-ventura-ca-281708

## Quick answers

**How is Integrity Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Integrity Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Integrity Wealth Advisors, Inc. located?**
Integrity Wealth Advisors, Inc.'s principal office is in Ventura, CA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Integrity Wealth Advisors, Inc. registered with the SEC or a state?**
Integrity Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 281708.

**How much does Integrity Wealth Advisors, Inc. manage?**
Integrity Wealth Advisors, Inc. reports $285,486,435 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

**How have Integrity Wealth Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Integrity Wealth Advisors, Inc.: Regulatory assets under management: $309,615,234 in the October 2021 data and $285,486,435 in the October 2026 data, down 8%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integrity Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (641); high net worth individuals (177); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Integrity Wealth Advisors, Inc. use?**
Integrity Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Integrity Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281708

**What changed in Integrity Wealth Advisors, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Changed its legal name from Integrity Wealth Advisors, LLC to Integrity Wealth Advisors, Inc.. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $285,486,435
- Discretionary: $285,486,435
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 641 | $43,717,561 |
| High net worth individuals | 177 | $212,792,056 |
| Banking or thrift institutions | 1 | $1,821,870 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $21,103,166 |
| Charitable organizations | 5 | $4,288,449 |
| Corporations or other businesses not listed above | 3 | $1,763,333 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 10 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, HI, ID, NC, NV, NY, OR, SC, TN, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Ojai, CA

### Websites listed on Form ADV (Item 1.I)
- [iwaplan.com](https://iwaplan.com)
- Facebook @integritywealthadv
- Instagram @integritywealthadvisors
- LinkedIn @integrity-wealth-advisors-inc
- X @iwa_plan

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $309,615,234 | 9 | August 17, 2021 |
| October 2022 | $346,454,579 | 10 | May 17, 2022 |
| October 2023 | $307,036,398 | 15 | April 6, 2023 |
| October 2024 | $311,602,912 | 14 | April 29, 2024 |
| October 2025 | $274,915,294 | 10 | March 26, 2025 |
| October 2026 | $285,486,435 | 10 | June 22, 2026 |

Regulatory assets under management: $309,615,234 in the October 2021 data and $285,486,435 in the October 2026 data, down 8%.
Total employees: 9 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Changed its legal name from Integrity Wealth Advisors, LLC to Integrity Wealth Advisors, Inc..
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 3.
- No longer lists the business name Laff Financial.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Wealth Advisors, Inc. (CRD 281708): Form ADV filing data as of October 2026.