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INTEGRITY WEALTH ADVISORS, INC.

VENTURA, CA · CRD 281708 · IAPD ↗ · iwaplan.com · 805-339-0760

$285.5MRegulatory AUM
3Advisory reps
10Employees
0Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
July 2026 — INTEGRITY WEALTH ADVISORS, LLC is now doing business as INTEGRITY WEALTH ADVISORS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
December 2025 — INTEGRITY WEALTH ADVISORS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — INTEGRITY WEALTH ADVISORS, LLC shrank from 8 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
73
April 2025 — INTEGRITY WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
April 2024 — INTEGRITY WEALTH ADVISORS, LLC changed its website from wagnerfinancial.com to iwaplan.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2024 — INTEGRITY WEALTH ADVISORS, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — INTEGRITY WEALTH ADVISORS, LLC notice-filed in NC, NV, NY, TN, UT.
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.