INTEGRITY WEALTH ADVISORS, LLC
CRD #281708 SEC #801-113205 VENTURA, CA 805-339-0760
SEC Registered
Total AUM
$274.9M
Discretionary
$253.9M
Employees
10
Clients
251
Accounts
1,269
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $274.9M | $253.9M | $21M | 10 | 1 |
| Mar 2025 | $274.9M | $253.9M | $21M | 10 | 1 |
| Apr 2024 | $311.6M | $294.7M | $16.9M | 14 | 1 |
| Mar 2024 | $311.6M | $294.7M | $16.9M | 14 | 1 |
| Apr 2023 | $307M | $290M | $17.1M | 15 | 2 |
| Mar 2023 | $307M | $290M | $17.1M | 15 | 2 |
| May 2022 | $346.5M | $346.5M | $0 | 10 | 2 |
| Apr 2022 | $346.5M | $346.5M | $0 | 10 | 2 |
| Mar 2022 | $346.5M | $346.5M | $0 | 10 | 2 |
| Oct 2021 | $309.6M | $309.6M | $0 | 9 | 2 |
| Aug 2021 | $309.6M | $309.6M | $0 | 9 | 2 |
| Feb 2021 | $309.6M | $309.6M | $0 | 9 | 2 |
| Dec 2020 | $242.4M | $242.4M | $0 | 9 | 2 |
| Jun 2020 | $242.4M | $242.4M | $0 | 9 | 2 |
| May 2020 | $242.4M | $242.4M | $0 | 9 | 2 |
| May 2020 | $242.4M | $242.4M | $0 | 9 | 2 |
| Mar 2020 | $242.4M | $242.4M | $0 | 9 | 2 |
| Oct 2019 | $154.1M | $154.1M | $0 | 8 | 7 |
| Aug 2019 | $154.1M | $154.1M | $0 | 8 | 7 |
| May 2019 | $154.1M | $154.1M | $0 | 8 | 7 |
| Mar 2019 | $154.1M | $154.1M | $0 | 8 | 7 |
| Mar 2019 | $154.1M | $154.1M | $0 | 8 | 7 |
| Feb 2019 | $154.1M | $154.1M | $0 | 8 | 7 |
| Feb 2019 | $154.1M | $154.1M | $0 | 8 | 7 |
| Dec 2018 | $113.5M | $113.5M | $0 | 7 | 6 |
| Jul 2018 | $113.5M | $113.5M | $0 | 6 | 6 |
| Jul 2018 | $113.5M | $113.5M | $0 | 6 | 6 |
| May 2018 | $113.5M | $113.5M | $0 | 6 | 6 |
| Apr 2018 | $113.5M | $113.5M | $0 | 6 | 6 |
DateSep 2025
Total AUM$274.9M
Discretionary$253.9M
Non-Disc.$21M
Employees10
Clients1
DateMar 2025
Total AUM$274.9M
Discretionary$253.9M
Non-Disc.$21M
Employees10
Clients1
DateApr 2024
Total AUM$311.6M
Discretionary$294.7M
Non-Disc.$16.9M
Employees14
Clients1
DateMar 2024
Total AUM$311.6M
Discretionary$294.7M
Non-Disc.$16.9M
Employees14
Clients1
DateApr 2023
Total AUM$307M
Discretionary$290M
Non-Disc.$17.1M
Employees15
Clients2
DateMar 2023
Total AUM$307M
Discretionary$290M
Non-Disc.$17.1M
Employees15
Clients2
DateMay 2022
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees10
Clients2
DateApr 2022
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees10
Clients2
DateMar 2022
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees10
Clients2
DateOct 2021
Total AUM$309.6M
Discretionary$309.6M
Non-Disc.$0
Employees9
Clients2
DateAug 2021
Total AUM$309.6M
Discretionary$309.6M
Non-Disc.$0
Employees9
Clients2
DateFeb 2021
Total AUM$309.6M
Discretionary$309.6M
Non-Disc.$0
Employees9
Clients2
DateDec 2020
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees9
Clients2
DateJun 2020
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees9
Clients2
DateMay 2020
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees9
Clients2
DateMay 2020
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees9
Clients2
DateMar 2020
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees9
Clients2
DateOct 2019
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees8
Clients7
DateAug 2019
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees8
Clients7
DateMay 2019
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees8
Clients7
DateMar 2019
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees8
Clients7
DateMar 2019
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees8
Clients7
DateFeb 2019
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees8
Clients7
DateFeb 2019
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees8
Clients7
DateDec 2018
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees7
Clients6
DateJul 2018
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees6
Clients6
DateJul 2018
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees6
Clients6
DateMay 2018
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees6
Clients6
DateApr 2018
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees6
Clients6