Wealth Manager
    SEC Registered
    Manages Private Funds

    Integrity Financial Corporation

    Registered investment advisor · Jackson, Wyoming · CRD #137125

    Assets Under Management
    $868M
    Client Accounts
    1,443
    Employees
    21
    CRD Number
    137125
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Integrity Financial Corporation

    Established in 2004, Integrity Financial Corporation is a boutique advisory firm in California offering financial planning, retirement planning, and tax optimization. It focuses on private equity and private debt, emphasizing personalized, holistic financial solutions. The firm has 11-50 employees.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Integrity Financial Corporation

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    Frequently Asked Questions

    What is Integrity Financial Corporation's AUM?

    Integrity Financial Corporation reports approximately $868M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Integrity Financial Corporation headquartered?

    Integrity Financial Corporation is headquartered in Jackson, Wyoming.

    What is Integrity Financial Corporation's CRD number?

    Integrity Financial Corporation's CRD number is 137125. 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 Financial Corporation manage?

    Integrity Financial Corporation manages approximately 1,443 client accounts according to its latest SEC filing.

    Is Integrity Financial Corporation SEC registered?

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

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