| Name | Title | Ownership | Since |
|---|---|---|---|
| Jesse Carl Coffee Control | Principal | Under 5% | 2024 |
| Scott Everett Sanders Control | Principal And Chief Compliance Officer | Under 5% | 2024 |
| Sme, Inc. Control | Managing Member | 50-75% | 2024 |
Integrity Wealth LLC reports $260.3 million in regulatory assets under management on its Form ADV.
Integrity Wealth LLC reports 6 employees.
Integrity Wealth LLC is based in Eugene, OR and has been SEC-registered since 2024.
Integrity Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 576 Olive Street, Suite 303, Eugene, OR 97401 |
| Phone | (541) 650-6061 |
| Fax | 541-641-0279 |
| Office hours | 8:30a.m. To 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $246.1M |
| Non-discretionary | $14.2M |
| Total (RAUM) | $260.3M |