Integrity Wealth LLC
● SEC registered since 2024CRD 330809SEC# 801-130226Eugene, OR
Reg. AUM
$304.8M
Employees
6
Accounts
831
Location
Eugene, OR
Integrity Wealth LLC assets under management
Integrity Wealth LLC is an investment advisory firm registered with the SEC based in Eugene, OR. The firm has been registered since 2024. It reports $304.8 million in regulatory assets under management and employs 6 people.
Integrity Wealth LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jesse Carl Coffee Control | Principal | Under 5% | 2024 |
| Scott Everett Sanders Control | Principal And Chief Compliance Officer | Under 5% | 2024 |
| Sme, Inc. Control | Managing Member | 50-75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Integrity Wealth LLC manage?
Integrity Wealth LLC reports $304.8 million in regulatory assets under management on its Form ADV.
How many employees does Integrity Wealth LLC have?
Integrity Wealth LLC reports 6 employees.
Where is Integrity Wealth LLC located?
Integrity Wealth LLC is based in Eugene, OR and has been SEC-registered since 2024.
Does Integrity Wealth LLC disclose fund performance?
Integrity Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Executive Parkway, Suite 430, Eugene, OR 97401 |
| Phone | (541) 650-6061 |
| Fax | 541-641-0279 |
| Office hours | 8:30a.m. To 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$304.8M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$304.8Mregulatory AUM
Discretionary $283.5MNon-discretionary $21.4M