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Integrity Wealth Management, Inc.

● SEC registered since 2023CRD 150103SEC# 801-128497Spokane, WA
Export (members)
Reg. AUM
$126.7M
Employees
2
Accounts
504
Location
Spokane, WA

Integrity Wealth Management, Inc. assets under management

Integrity Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2023. It reports $126.7 million in regulatory assets under management and employs 2 people.
www.integritywm.netView on SEC.gov ↗

Integrity Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Brian Steven Simpson ControlPresident/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Integrity Wealth Management, Inc. manage?

Integrity Wealth Management, Inc. reports $126.7 million in regulatory assets under management on its Form ADV.

How many employees does Integrity Wealth Management, Inc. have?

Integrity Wealth Management, Inc. reports 2 employees.

Where is Integrity Wealth Management, Inc. located?

Integrity Wealth Management, Inc. is based in Spokane, WA and has been SEC-registered since 2023.

Does Integrity Wealth Management, Inc. disclose fund performance?

Integrity Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address202 East Spokane Falls Blvd., Suite 200, Spokane, WA 99202
Phone509-315-9532
Fax509-315-9534
Office hours9:00 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$88.8M
Non-discretionary$37.9M
Total (RAUM)$126.7M