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INTEGRITY WEALTH MANAGEMENT, INC.

SPOKANE, WA · CRD 150103 · IAPD ↗ · integritywm.net · 509-315-9532

$163.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — INTEGRITY WEALTH MANAGEMENT, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — INTEGRITY WEALTH MANAGEMENT, INC. reported RAUM up 29% ($126.7M -> $163.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
May 2024 — INTEGRITY WEALTH MANAGEMENT, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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