INTEGRITY WEALTH MANAGEMENT, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $163.2M |
| Discretionary | $122.8M75% of AUM |
| Non-Discretionary | $40.4M |
| Client Accounts | 544 |
| Avg Account Size | $300K |
| Employees | 2 |
| Peak AUM | $163.2MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $163M | +28.7% | +14.5% | — | |
| Discretionary AUM | $123M | ||||
Key Metrics
| Total AUM | $163.2M |
| Discretionary | $122.8M |
| Employees | 2 |
| Client Accounts | 544 |
| Client Range | 1-10 |
Contact & Location
Address
202 EAST SPOKANE FALLS BLVD.
SPOKANE WA 99202
Phone
509-315-9532
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$123M
75.3% of AUM
Non-Discretionary
$40M
24.7% of AUM
Disc. mix ▲ 5.2pp 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
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported