| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Tracy McGortey | Chief Compliance Officer | Under 5% | 2024 |
| Christopher Bryan Wagner Control | Chief Financial Officer | Under 5% | 2016 |
| Integrity Wealth Advisors, Inc. Control | Managing Member | Over 75% | 2023 |
Integrity Wealth Advisors, LLC reports $274.9 million in regulatory assets under management on its Form ADV.
Integrity Wealth Advisors, LLC reports 10 employees.
Integrity Wealth Advisors, LLC is based in Ventura, CA and has been SEC-registered since 2018.
Integrity Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 196 S. Fir St., Suite 140, Ventura, CA 93001 |
| Phone | 805-339-0760 |
| Fax | 805-339-0793 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $253.9M |
| Non-discretionary | $21M |
| Total (RAUM) | $274.9M |