Integrity Wealth Management, Inc.
● SEC registered since 2023CRD 150103SEC# 801-128497Spokane, WA
Reg. AUM
$163.2M
Employees
2
Accounts
544
Location
Spokane, WA
Integrity Wealth Management, Inc. assets under management
Integrity Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2023. It reports $163.2 million in regulatory assets under management and employs 2 people.
Integrity Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Steven Simpson Control | President/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Integrity Wealth Management, Inc. manage?
Integrity Wealth Management, Inc. reports $163.2 million in regulatory assets under management on its Form ADV.
How many employees does Integrity Wealth Management, Inc. have?
Integrity Wealth Management, Inc. reports 2 employees.
Where is Integrity Wealth Management, Inc. located?
Integrity Wealth Management, Inc. is based in Spokane, WA and has been SEC-registered since 2023.
Does Integrity Wealth Management, Inc. disclose fund performance?
Integrity Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 202 East Spokane Falls Blvd., Suite 200, Spokane, WA 99202 |
| Phone | 509-315-9532 |
| Fax | 509-315-9534 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$163.2M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$163.2Mregulatory AUM
Discretionary $122.8MNon-discretionary $40.4M