Wealth Manager
    SEC Registered
    Manages Private Funds

    Integrity Alliance, LLC

    Registered investment advisor · Urbandale, Iowa · CRD #139627

    Assets Under Management
    $5.4B
    Client Accounts
    20,448
    Employees
    400
    CRD Number
    139627
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Integrity Alliance, LLC

    Integrity Alliance, LLC, operating as Integrity Wealth, is an investment advisory firm based in Urbandale, Iowa, specializing in retirement, financial planning, and investment advisory services for individuals across the United States. The firm discloses potential conflicts of interest and receives benefits from custodians like Pershing and Schwab.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Integrity Alliance, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Integrity Alliance, LLC's AUM?

    Integrity Alliance, LLC reports approximately $5.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Integrity Alliance, LLC headquartered?

    Integrity Alliance, LLC is headquartered in Urbandale, Iowa.

    What is Integrity Alliance, LLC's CRD number?

    Integrity Alliance, LLC's CRD number is 139627. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Integrity Alliance, LLC manage?

    Integrity Alliance, LLC manages approximately 20,448 client accounts according to its latest SEC filing.

    Is Integrity Alliance, LLC SEC registered?

    Yes, Integrity Alliance, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Iowa

    Principal Asset Management
    Des Moines, IA · $427.7B AUM
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA · $138.7B AUM
    Sammons Financial Group Asset Management, LLC
    West Des Moines, IA · $122B AUM
    Principal Real Estate
    Des Moines, IA · $105.6B AUM
    Aegon Asset Management US
    Cedar Rapids, IA · $88.8B AUM
    Transamerica Retirement Advisors, LLC
    Cedar Rapids, IA · $18.8B AUM
    See all top RIA firms in Iowa →

    Research firms like Integrity Alliance, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial