RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Oregon
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 24, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
COFFEE, JESSE, CARLIPRINCIPALNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SANDERS, SCOTT, EVERETTIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
SME, INC.DEMANAGING MEMBERD Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control
WEALTH PLANNER INC.DEMANAGING MEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
COFFEE, JESSE, CARLIWEALTH PLANNER INC.E Control
COFFEE, JESSE, CARLIWEALTH PLANNER INC.E Control
COFFEE, JESSE, CARLIWEALTH PLANNER INC.E Control
COFFEE, JESSE, CARLIWEALTH PLANNER INC.E Control
COFFEE, JESSE, CARLIWEALTH PLANNER INC.E Control
COFFEE, JESSE, CARLIWEALTH PLANNER INC.E Control
COFFEE, JESSE, CARLIWEALTH PLANNER INC.E Control
COFFEE, JESSE, CARLIWEALTH PLANNER INC.E Control
COFFEE, JESSE, CARLIWEALTH PLANNER INC.E Control
COFFEE, JESSE, CARLIWEALTH PLANNER INC.E Control
SANDERS, SCOTT, EVERETTISME, INC.E Control
SANDERS, SCOTT, EVERETTISME, INC.E Control
SANDERS, SCOTT, EVERETTISME, INC.E Control
SANDERS, SCOTT, EVERETTISME, INC.E Control
SANDERS, SCOTT, EVERETTISME, INC.E Control
SANDERS, SCOTT, EVERETTISME, INC.E Control
SANDERS, SCOTT, EVERETTISME, INC.E Control
SANDERS, SCOTT, EVERETTISME, INC.E Control
SANDERS, SCOTT, EVERETTISME, INC.E Control
SANDERS, SCOTT, EVERETTISME, INC.E Control

Registrations

Federal

IA
Apr 24, 2025 REGISTERED

Notice Filings (5)

CA NM OR TX WA

Address

576 OLIVE STREET
SUITE 303
EUGENE, OR 97401
United States
Phone: (541) 650-6061