← Tributary

INTEGRITY FINANCIAL CORPORATION

JACKSON, WY · CRD 137125 · IAPD ↗ · 8007944015

$868.1MRegulatory AUM
0Advisory reps
21Employees
365Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — INTEGRITY FINANCIAL CORPORATION notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — INTEGRITY FINANCIAL CORPORATION shrank from 20 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2026 — INTEGRITY FINANCIAL CORPORATION reported RAUM up 28% ($680.1M -> $868.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2025 — INTEGRITY FINANCIAL CORPORATION moved its main office from CHEYENNE, WY to JACKSON, WY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2024 — INTEGRITY FINANCIAL CORPORATION crossed $500M in regulatory AUM ($462.7M -> $549.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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