# 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.

- CRD: 150103
- Filed as: INTEGRITY WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150103
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-wealth-management-inc-spokane-wa-150103

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated May 26, 2026)

- Hourly rate: $250 an hour (financial planning-only services)

> 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 brochure. Fees can differ by service and may be negotiable.

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $163,150,031
- Discretionary: $122,798,607
- Non-discretionary: $40,351,424

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $33,570,358 |
| High net worth individuals | 39 | $129,394,920 |
| Corporations or other businesses not listed above | 2 | $184,753 |

### 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integritywm.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $109,994,530 | 2 | June 30, 2023 |
| October 2024 | $116,928,445 | 2 | April 11, 2024 |
| October 2025 | $126,736,305 | 2 | March 19, 2025 |
| October 2026 | $163,150,031 | 2 | August 26, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Wealth Management, Inc. (CRD 150103): Form ADV filing data as of October 2026.