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INTEGRITY FINANCIAL ADVISORS, LLC

WOBURN, MA · CRD 313369 · IAPD ↗ · integrityfa.com · 978-338-4830

$134.9MRegulatory AUM
8Advisory reps
9Employees
0Clients
101-250Planning clients
0Private funds
12States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — INTEGRITY FINANCIAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2026 — INTEGRITY FINANCIAL ADVISORS, LLC now reports custody of client assets ($147,944).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
48
April 2025 — INTEGRITY FINANCIAL ADVISORS, LLC notice-filed in CT, FL, IL, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — INTEGRITY FINANCIAL ADVISORS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
October 2024 — INTEGRITY FINANCIAL ADVISORS, LLC moved its main office from WENHAM, MA to WOBURN, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
October 2024 — INTEGRITY FINANCIAL ADVISORS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — INTEGRITY FINANCIAL ADVISORS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
April 2024 — INTEGRITY FINANCIAL ADVISORS, LLC reported RAUM up 37% ($75.5M -> $103.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — INTEGRITY FINANCIAL ADVISORS, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
February 2024 — INTEGRITY FINANCIAL ADVISORS, LLC notice-filed in CO.
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.