# Integrity Wealth LLC

> Integrity Wealth LLC is an SEC-registered investment advisory firm in Eugene, OR, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 330809
- Filed as: INTEGRITY WEALTH LLC
- Also doing business as: RETIREMENT INTELLIGENCE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eugene, OR
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330809
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-wealth-llc-eugene-or-330809

## Quick answers

**How is Integrity Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrity Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Integrity Wealth LLC located?**
Integrity Wealth LLC's principal office is in Eugene, OR, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Integrity Wealth LLC registered with the SEC or a state?**
Integrity Wealth LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330809.

**How much does Integrity Wealth LLC manage?**
Integrity Wealth LLC reports $304,822,152 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (93% discretionary).

**How have Integrity Wealth LLC's assets and staff changed since 2024?**
In the Form ADV data for Integrity Wealth LLC: Regulatory assets under management: $238,780,295 in the October 2024 data and $304,822,152 in the October 2026 data, up 28%. Total employees: 4 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integrity Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); high net worth individuals (120).

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

**Does Integrity Wealth LLC 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/330809

**Does Integrity Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 30, 2026 says: "Integrity Wealth generally does not impose a minimum relationship size."

**What changed in Integrity Wealth LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in AZ.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: None

> Integrity Wealth generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

### Regulatory assets under management (Item 5.F)
- Total: $304,822,152
- Discretionary: $283,468,242
- Non-discretionary: $21,353,910

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 125 | $44,026,197 |
| High net worth individuals | 120 | $238,212,628 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $21,353,910 |
| Charitable organizations | Fewer than 5 | $575,957 |
| Corporations or other businesses not listed above | Fewer than 5 | $653,460 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NM, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Brookings, OR

### Websites listed on Form ADV (Item 1.I)
- integritywealthnw.com
- retirementintelligence.com
- sanderscoffeegroup.com
- Facebook @RetirementIntelligence

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $238,780,295 | 4 | September 18, 2024 |
| October 2025 | $260,316,725 | 6 | April 24, 2025 |
| October 2026 | $304,822,152 | 6 | August 7, 2026 |

Regulatory assets under management: $238,780,295 in the October 2024 data and $304,822,152 in the October 2026 data, up 28%.
Total employees: 4 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in AZ.

### March 2026
- No longer lists the business name Integrity Financial.
- Regulatory assets under management went from $260,316,725 to $304,822,152 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Wealth LLC (CRD 330809): Form ADV filing data as of October 2026.