# Integrity Wealth Solutions LLC

> Integrity Wealth Solutions LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 284862
- Filed as: INTEGRITY WEALTH SOLUTIONS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284862
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-wealth-solutions-llc-denver-co-284862

## Quick answers

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

**Where is Integrity Wealth Solutions LLC located?**
Integrity Wealth Solutions LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Integrity Wealth Solutions LLC registered with the SEC or a state?**
Integrity Wealth Solutions LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 284862.

**How much does Integrity Wealth Solutions LLC manage?**
Integrity Wealth Solutions LLC reports $368,982,905 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Integrity Wealth Solutions LLC's assets and staff changed since 2021?**
In the Form ADV data for Integrity Wealth Solutions LLC: Regulatory assets under management: $137,691,389 in the October 2021 data and $368,982,905 in the October 2026 data, up 168%. Total employees: 2 in October 2021 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 Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (71); charitable organizations (3).

**Which custodians does Integrity Wealth Solutions LLC use?**
Integrity Wealth Solutions LLC'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 Solutions 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/284862

**Does Integrity Wealth Solutions LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "IWS currently requires a minimum relationship size of $500,000 of investable assets. Exceptions to this minimum are allowed but must receive the approval of one of the principal officers of the firm."

**What changed in Integrity Wealth Solutions LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $276,561,254 to $368,982,905 (+33%). Registered or notice-filed in CA.

## 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 March 9, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> IWS currently requires a minimum relationship size of $500,000 of investable assets. Exceptions to this minimum are allowed but must receive the approval of one of the principal officers of the firm.

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.

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: $368,982,905
- Discretionary: $368,976,155
- Non-discretionary: $6,750

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $56,003,452 |
| High net worth individuals | 71 | $311,637,276 |
| Charitable organizations | 3 | $1,118,820 |
| Corporations or other businesses not listed above | 1 | $223,357 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MO, NE, NH, NM, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrity-wealth.com
- Facebook @integritywealthsolutions
- LinkedIn @integrity-wealth-solutions
- X @integritywealt2
- YouTube @integritywealthsolutions2954

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $137,691,389 | 2 | July 28, 2021 |
| October 2022 | $179,518,074 | 2 | July 29, 2022 |
| October 2023 | $180,632,498 | 2 | September 1, 2023 |
| October 2024 | $223,577,548 | 2 | February 27, 2024 |
| October 2025 | $276,561,254 | 2 | June 23, 2025 |
| October 2026 | $368,982,905 | 2 | March 9, 2026 |

Regulatory assets under management: $137,691,389 in the October 2021 data and $368,982,905 in the October 2026 data, up 168%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $276,561,254 to $368,982,905 (+33%).
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Wealth Solutions LLC (CRD 284862): Form ADV filing data as of October 2026.