Integrity Wealth LLC
Integrity Wealth LLC is an SEC-registered wealth manager in Eugene, OR with $304.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Integrity Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330809, SEC 801-130226, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $304.8M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Eugene, OR
- Employees
- 6
- Clients
- 245
- CRD
- 330809
- Ownership
- SME, INC.; SANDERS, SCOTT, EVERETT; WEALTH PLANNER INC.; COFFEE, JESSE, CARL
How much AUM does Integrity Wealth LLC have?
Integrity Wealth LLC reported $304.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Integrity Wealth LLC?
Disclosed owners and executives of Integrity Wealth LLC include SME, INC., SANDERS, SCOTT, EVERETT, WEALTH PLANNER INC., COFFEE, JESSE, CARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.