INTEGRITY WEALTH LLC
CRD #330809 SEC #801-130226 EUGENE, OR (541) 650-6061
SEC Registered
Total AUM
$260.3M
Discretionary
$246.1M
Employees
6
Clients
10
Accounts
764
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $260.3M | $246.1M | $14.2M | 6 | 2 |
| Jan 2025 | $260.3M | $246.1M | $14.2M | 6 | 2 |
| Dec 2024 | $238.8M | $238.8M | $0 | 4 | 2 |
| Oct 2024 | $238.8M | $238.8M | $0 | 4 | 2 |
| Oct 2024 | $238.8M | $238.8M | $0 | 4 | 2 |
| Sep 2024 | $238.8M | $238.8M | $0 | 4 | 2 |
| Sep 2024 | $238.8M | $238.8M | $0 | 4 | 2 |
| Aug 2024 | $238.8M | $238.8M | $0 | 4 | 2 |
| Jun 2024 | $0 | $0 | $0 | 4 | 0 |
| Jun 2024 | $0 | $0 | $0 | 4 | 0 |
| Apr 2024 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$260.3M
Discretionary$246.1M
Non-Disc.$14.2M
Employees6
Clients2
DateJan 2025
Total AUM$260.3M
Discretionary$246.1M
Non-Disc.$14.2M
Employees6
Clients2
DateDec 2024
Total AUM$238.8M
Discretionary$238.8M
Non-Disc.$0
Employees4
Clients2
DateOct 2024
Total AUM$238.8M
Discretionary$238.8M
Non-Disc.$0
Employees4
Clients2
DateOct 2024
Total AUM$238.8M
Discretionary$238.8M
Non-Disc.$0
Employees4
Clients2
DateSep 2024
Total AUM$238.8M
Discretionary$238.8M
Non-Disc.$0
Employees4
Clients2
DateSep 2024
Total AUM$238.8M
Discretionary$238.8M
Non-Disc.$0
Employees4
Clients2
DateAug 2024
Total AUM$238.8M
Discretionary$238.8M
Non-Disc.$0
Employees4
Clients2
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0