INTEGRITY WEALTH LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $304.8M |
| Discretionary | $283.5M93% of AUM |
| Non-Discretionary | $21.4M |
| Client Accounts | 831 |
| Avg Account Size | $367K |
| Employees | 6 |
| Peak AUM | $304.8MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $305M | +17.1% | — | — | |
| Discretionary AUM | $283M | ||||
Key Metrics
| Total AUM | $304.8M |
| Discretionary | $283.5M |
| Employees | 6 |
| Client Accounts | 831 |
| Client Range | 101-250 |
Contact & Location
Address
1200 EXECUTIVE PARKWAY
EUGENE OR 97401
Phone
(541) 650-6061
Filing History
15 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$283M
93.0% of AUM
Non-Discretionary
$21M
7.0% of AUM
Disc. mix ▼ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported