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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 2, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCGORTEY, CHARLES, TRACY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGORTEY, CHARLES, TRACY | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGORTEY, CHARLES, TRACY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, CHRISTOPHER, BRYAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WAGNER, STEPHEN, HANS | I | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| WAGNER, STEPHEN, HANS | I | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| WAGNER, STEPHEN, HANS | I | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| WAGNER, STEPHEN, HANS | I | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| WAGNER, STEPHEN, HANS | I | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| WAGNER, STEPHEN, HANS | I | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| INTEGRITY WEALTH ADVISORS, INC. | DE | MANAGING MEMBER | E | Control |
| INTEGRITY WEALTH ADVISORS, INC. | DE | MANAGING MEMBER | E | Control |
| INTEGRITY WEALTH ADVISORS, INC. | DE | MANAGING MEMBER | E | Control |
| INTEGRITY WEALTH ADVISORS, INC. | DE | MANAGING MEMBER | E | Control |
| INTEGRITY WEALTH ADVISORS, INC. | DE | MANAGING MEMBER | E | Control |
| INTEGRITY WEALTH ADVISORS, INC. | DE | MANAGING MEMBER | E | Control |
| WAGNER, STEPHEN, HANS | I | SOLE PROPRIETOR | E | Control |
| WAGNER, STEPHEN, HANS | I | SOLE PROPRIETOR | E | Control |
| WAGNER, STEPHEN, HANS | I | SOLE PROPRIETOR | E | Control |
| WAGNER, STEPHEN, HANS | I | SOLE PROPRIETOR | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | SOLE PROPRIETOR | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
| WAGNER, STEPHEN, HANS | I | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| WAGNER, STEPHEN, HANS | I | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| WAGNER, STEPHEN, HANS | I | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | E | Control |
| WAGNER, STEPHEN, HANS | I | PRESIDENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WAGNER, STEPHEN, HANS | I | INTEGRITY WEALTH ADVISORS, INC. | E | Control |
| WAGNER, STEPHEN, HANS | I | INTEGRITY WEALTH ADVISORS, INC. | E | Control |
| WAGNER, STEPHEN, HANS | I | INTEGRITY WEALTH ADVISORS, INC. | E | Control |
| WAGNER, STEPHEN, HANS | I | INTEGRITY WEALTH ADVISORS, INC. | E | Control |
Registrations
Federal
IA
Sep 2, 2025 REGISTERED
Notice Filings (15)
AZ CA CO FL HI ID NC NV NY OR SC TN TX UT WA
Address
196 S. FIR ST.SUITE 140
VENTURA, CA 93001
United States
Phone: 805-339-0760