AdvisorCensus / Financial advisors / Washington / Spokane / Integrity Wealth Management, Inc.
Integrity Wealth Management, Inc. is an SEC-registered investment advisory firm in Spokane, WA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.
Quick answers
From the filingHow is Integrity Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Integrity Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Integrity Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated May 26, 2026 states: Hourly rate: $250 an hour (financial planning-only services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Integrity Wealth Management, Inc. located?
Integrity Wealth Management, Inc.'s principal office is in Spokane, WA, according to its Form ADV.
Is Integrity Wealth Management, Inc. registered with the SEC or a state?
Integrity Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 150103.
How much does Integrity Wealth Management, Inc. manage?
Integrity Wealth Management, Inc. reports $163,150,031 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (75% discretionary).
How have Integrity Wealth Management, Inc.'s assets and staff changed since 2023?
In the Form ADV data for Integrity Wealth Management, Inc.: Regulatory assets under management: $109,994,530 in the October 2023 data and $163,150,031 in the October 2026 data, up 48%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Integrity Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (39); corporations or other businesses not listed above (2).
Which custodians does Integrity Wealth Management, Inc. use?
Integrity Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Integrity Wealth Management, 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/150103
What changed in Integrity Wealth Management, Inc.'s recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in CA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- 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
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $250 an hour (financial planning-only services)
The brochure's wording
If you engage our firm for financial planning-only services, we charge an hourly fee of $250 or a flat fee of up to $12,000 which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.
As stated in the firm's Form ADV Part 2A brochure dated May 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$163,150,031 as of October 2026, filing dated August 26, 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
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $163,150,031 | 2 | August 26, 2026 |
| October 2025 | $126,736,305 | 2 | March 19, 2025 |
| October 2024 | $116,928,445 | 2 | April 11, 2024 |
| October 2023 | $109,994,530 | 2 | June 30, 2023 |
Regulatory assets under management: $109,994,530 in the October 2023 data and $163,150,031 in the October 2026 data, up 48%.
Total employees: 2 in October 2023 and 2 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.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in CA.
- April 2026
- Regulatory assets under management went from $126,736,305 to $163,150,031 (+29%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Integrity Wealth Management, Inc. (CRD 150103): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/integrity-wealth-management-inc-spokane-wa-150103