Integrity Wealth Advisors, Inc.
● SEC registered since 2018CRD 281708SEC# 801-113205Ventura, CA
Reg. AUM
$285.5M
Employees
10
Accounts
1,161
Location
Ventura, CA
Integrity Wealth Advisors, Inc. assets under management
Integrity Wealth Advisors, Inc. is an SEC-registered investment adviser based in Ventura, CA. The firm has been registered since 2018. It reports $285.5 million in regulatory assets under management and employs 10 people.
Integrity Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Tracy McGortey | Chief Compliance Officer | Under 5% | 2024 |
| Stephen Hans Wagner Control | Chief Executive Officer & Chief Investment Officer | Over 75% | 2016 |
Frequently asked questions
How much does Integrity Wealth Advisors, Inc. manage?
Integrity Wealth Advisors, Inc. reports $285.5 million in regulatory assets under management on its Form ADV.
How many employees does Integrity Wealth Advisors, Inc. have?
Integrity Wealth Advisors, Inc. reports 10 employees.
Where is Integrity Wealth Advisors, Inc. located?
Integrity Wealth Advisors, Inc. is based in Ventura, CA and has been SEC-registered since 2018.
Does Integrity Wealth Advisors, Inc. disclose fund performance?
Integrity Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 196 S. Fir St., Suite 140, Ventura, CA 93001 |
| Phone | 805-339-0760 |
| Fax | 805-339-0793 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$285.5M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$285.5Mregulatory AUM
Discretionary $285.5M