Integrity Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eugene, OR. Its latest Form ADV filing, dated April 6, 2026, reports $305M in regulatory assets under management, 6 employees, 1 office, and 831 accounts.
Assets Under Management
$305M
Employees
6
Offices
1 office
Total Clients
245
Primary office
EUGENE, OR
1200 EXECUTIVE PARKWAY, SUITE 430, EUGENE, OR, United States
Top client segmentIndividuals represent 51.0% of total clients.
Top client categories% of clientsClients
1
Individuals
51.0%
125
2
HNWI
49.0%
120
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$305Mas of April 6, 2026
Discretionary93.0%
$283M
93% of total RAUM93.0%
Non-discretionary7.0%
$21M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$305M
Total Accounts831
10Y AUM Change+$305M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee41:1
10Y Employee Change+2 (+50.0%)
* 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.