# Integrity Wealth Management LLC

> Integrity Wealth Management LLC is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 301088
- Filed as: INTEGRITY WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Iowa
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301088
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-wealth-management-llc-301088

## Quick answers

**How is Integrity Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrity Wealth Management LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Integrity Wealth Management LLC registered with the SEC or a state?**
Integrity Wealth Management LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301088.

**How much does Integrity Wealth Management LLC manage?**
Integrity Wealth Management LLC reports $61,858,219 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (87% discretionary).

**What types of clients does Integrity Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (10).

**Does Integrity Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301088

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $61,858,219
- Discretionary: $53,978,019
- Non-discretionary: $7,880,200

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,432,552 |
| High net worth individuals | 17 | $58,425,667 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flatfeeadvisors.org/loren-sherman
- integrityguidance.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Wealth Management LLC (CRD 301088): Form ADV filing data as of October 2026.