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INTEGRITY WEALTH SOLUTIONS LLC

DENVER, CO · CRD 284862 · IAPD ↗ · 3037165777

$369.0MRegulatory AUM
2Advisory reps
2Employees
1Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — INTEGRITY WEALTH SOLUTIONS LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2026 — INTEGRITY WEALTH SOLUTIONS LLC reported RAUM up 33% ($276.6M -> $369.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
March 2025 — INTEGRITY WEALTH SOLUTIONS LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — INTEGRITY WEALTH SOLUTIONS LLC now reports custody of client assets ($85.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
March 2024 — INTEGRITY WEALTH SOLUTIONS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2024 — INTEGRITY WEALTH SOLUTIONS LLC reports 101-250 financial-planning clients, up from 51-100.
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.