Integrity Investment Advisors, LLC
● SEC registered since 2018CRD 154131SEC# 801-113631
Reg. AUM
$394.3M
Employees
4
Accounts
512
Location
—
Integrity Investment Advisors, LLC assets under management
Integrity Investment Advisors, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2018. It reports $394.3 million in regulatory assets under management and employs 4 people.
Integrity Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth O Moerman | Member Of Llc (administrative Only) | 10-25% | 2012 |
| Todd Jacob Moerman Control | Managing Member And Cco | Over 75% | 2010 |
Frequently asked questions
How much does Integrity Investment Advisors, LLC manage?
Integrity Investment Advisors, LLC reports $394.3 million in regulatory assets under management on its Form ADV.
How many employees does Integrity Investment Advisors, LLC have?
Integrity Investment Advisors, LLC reports 4 employees.
Does Integrity Investment Advisors, LLC disclose fund performance?
Integrity Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 303-549-4720 |
| Office hours | By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$394.3M▲ 135%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$394.3Mregulatory AUM
Discretionary $385.8MNon-discretionary $8.5M