Integrity Wealth Advisors, LLC
Integrity Wealth Advisors, LLC is an SEC-registered mass-market adviser in Ventura, CA with $285.5M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Integrity Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281708, SEC 801-113205, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $285.5M (2026-06-22)
- Firm type
- Mass-Market Adviser
- Location
- Ventura, CA
- Employees
- 10
- Clients
- 832
- CRD
- 281708
- Ownership
- WAGNER, STEPHEN, HANS; WAGNER, CHRISTOPHER, BRYAN; INTEGRITY WEALTH ADVISORS, INC.; MCGORTEY, CHARLES, TRACY
How much AUM does Integrity Wealth Advisors, LLC have?
Integrity Wealth Advisors, LLC reported $285.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Integrity Wealth Advisors, LLC?
Disclosed owners and executives of Integrity Wealth Advisors, LLC include WAGNER, STEPHEN, HANS, WAGNER, CHRISTOPHER, BRYAN, INTEGRITY WEALTH ADVISORS, INC., MCGORTEY, CHARLES, TRACY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.