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INTEGRITY WEALTH MANAGEMENT, LLC

· CRD 130422 · IAPD ↗ · iwmcfp.net · 513-289-2625

$111.1MRegulatory AUM
3Advisory reps
3Employees
3Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2026 — INTEGRITY WEALTH MANAGEMENT, LLC now reports custody of client assets ($16.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
February 2026 — INTEGRITY WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
January 2026 — INTEGRITY WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $105.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.