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INTEGRITY INVESTMENT ADVISORS

· CRD 154131 · IAPD ↗ · 303-549-4720

$394.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — INTEGRITY INVESTMENT ADVISORS notice-filed in NC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — INTEGRITY INVESTMENT ADVISORS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2026 — INTEGRITY INVESTMENT ADVISORS reported RAUM up 135% ($168.0M -> $394.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2026 — INTEGRITY INVESTMENT ADVISORS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2025 — INTEGRITY INVESTMENT ADVISORS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2025 — INTEGRITY INVESTMENT ADVISORS reported RAUM up 61% ($104.5M -> $168.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
June 2024 — INTEGRITY INVESTMENT ADVISORS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — INTEGRITY INVESTMENT ADVISORS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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