INTEGRITY FINANCIAL ADVISORS, LLC
CRD #313369 SEC #801-121305 WOBURN, MA 978-338-4830
SEC Registered Disclosures
Total AUM
$124.4M
Discretionary
$97.9M
Employees
10
Clients
25
Accounts
485
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $124.4M | $97.9M | $26.4M | 10 | 0 |
| Mar 2025 | $124.4M | $97.9M | $26.4M | 10 | 0 |
| Sep 2024 | $103.6M | $89.6M | $14M | 9 | 0 |
| Mar 2024 | $103.6M | $89.6M | $14M | 8 | 0 |
| Jan 2024 | $75.5M | $64M | $11.6M | 6 | 0 |
| Nov 2023 | $75.5M | $64M | $11.6M | 6 | 0 |
| Apr 2023 | $75.5M | $64M | $11.6M | 5 | 0 |
| Feb 2023 | $75.5M | $64M | $11.6M | 5 | 0 |
| Nov 2022 | $62.5M | $56M | $6.5M | 5 | 0 |
| Apr 2022 | $62.5M | $56M | $6.5M | 5 | 0 |
| Mar 2022 | $62.5M | $56M | $6.5M | 5 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Jun 2021 | $0 | $0 | $0 | 3 | 0 |
| May 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$124.4M
Discretionary$97.9M
Non-Disc.$26.4M
Employees10
Clients0
DateMar 2025
Total AUM$124.4M
Discretionary$97.9M
Non-Disc.$26.4M
Employees10
Clients0
DateSep 2024
Total AUM$103.6M
Discretionary$89.6M
Non-Disc.$14M
Employees9
Clients0
DateMar 2024
Total AUM$103.6M
Discretionary$89.6M
Non-Disc.$14M
Employees8
Clients0
DateJan 2024
Total AUM$75.5M
Discretionary$64M
Non-Disc.$11.6M
Employees6
Clients0
DateNov 2023
Total AUM$75.5M
Discretionary$64M
Non-Disc.$11.6M
Employees6
Clients0
DateApr 2023
Total AUM$75.5M
Discretionary$64M
Non-Disc.$11.6M
Employees5
Clients0
DateFeb 2023
Total AUM$75.5M
Discretionary$64M
Non-Disc.$11.6M
Employees5
Clients0
DateNov 2022
Total AUM$62.5M
Discretionary$56M
Non-Disc.$6.5M
Employees5
Clients0
DateApr 2022
Total AUM$62.5M
Discretionary$56M
Non-Disc.$6.5M
Employees5
Clients0
DateMar 2022
Total AUM$62.5M
Discretionary$56M
Non-Disc.$6.5M
Employees5
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0