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Integrity Wealth Solutions LLC

● SEC registered since 2020CRD 284862SEC# 801-119760Denver, CO
Export (members)
Reg. AUM
$276.6M
Employees
2
Accounts
646
Location
Denver, CO

Integrity Wealth Solutions LLC assets under management

Integrity Wealth Solutions LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2020. It reports $276.6 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/integrity-wealth-solutionsView on SEC.gov ↗

Integrity Wealth Solutions LLC owners & executives

2 reported
NameTitleOwnershipSince
Clint Paul Thomas ControlManaging Member50-75%2016
Justina Renee Welch ControlManaging Member/Chief Compliance Officer50-75%2016

Frequently asked questions

How much does Integrity Wealth Solutions LLC manage?

Integrity Wealth Solutions LLC reports $276.6 million in regulatory assets under management on its Form ADV.

How many employees does Integrity Wealth Solutions LLC have?

Integrity Wealth Solutions LLC reports 2 employees.

Where is Integrity Wealth Solutions LLC located?

Integrity Wealth Solutions LLC is based in Denver, CO and has been SEC-registered since 2020.

Does Integrity Wealth Solutions LLC disclose fund performance?

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

Contact & registration

Address4725 S. Monaco Street, Suite 335, Denver, CO 80237
Phone3037165777
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
CIK2006918
Discloses disciplinary historyNo

Assets under management

Discretionary$276.6M
Non-discretionary$7K
Total (RAUM)$276.6M