Integrity Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ventura, CA. Its latest Form ADV filing, dated March 26, 2026, reports $285M in regulatory assets under management, 10 employees, 1 office, and 1,161 accounts.
Assets Under Management
$285M
Employees
10
Offices
1 office
Total Clients
832
Primary office
VENTURA, CA
196 S. FIR ST., SUITE 140, VENTURA, CA, United States
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
641
2
HNWI
21.3%
177
3
Pension Plans
0.6%
5
4
Charitable
0.6%
5
5
Corporations
0.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$285Mas of March 26, 2026
Discretionary100.0%
$285M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$285M
Total Accounts1,161
10Y AUM Change+$172M (+151.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee83:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.