Investment adviser · CRD 284862
INTEGRITY WEALTH SOLUTIONS LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $369M Form ADV · Item 5.F
- Client accounts
- 730 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 71 | $311,637,276 | 84.5% |
| Individuals | 115 | $56,003,452 | 15.2% |
| Charities | Fewer than 5 | $1,118,820 | 0.3% |
| Corporations & businesses | Fewer than 5 | $223,357 | 0.1% |
Filing source
Form ADV 2068661 · Mar 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
4725 S. MONACO STREET, SUITE 335DENVER, CO, 80237, United States
CRD 284862
Filing source
Form ADV 2068661 · Mar 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.