Wealth Planner Inc.
Managing MemberIntegrity Wealth LLC
About Wealth Planner Inc.
Wealth Planner Inc. is listed as Managing Member at Integrity Wealth LLC in Eugene, OR. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Integrity Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Wealth Planner Inc. work?
Wealth Planner Inc. is listed as Managing Member at Integrity Wealth LLC on SEC Form ADV.
How much of Integrity Wealth LLC does Wealth Planner Inc. own?
Form ADV reports a beneficial ownership band of 25-50%.
Integrity Wealth LLC
| Title | Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |