SourcingSourcing

INTEGRITY WEALTH MANAGEMENT, INC.

B58
CRD 150103·SEC 801-128497·SPOKANE, WA
AUM
$163.2M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$489K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTEGRITY WEALTH MANAGEMENT, INC.
CRD
150103
SEC file #
801-128497
EIN
—
DBA names
—

Economics

AUM
$163.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$126.7M → $163.2M▲ +29%
Client mix
Individuals Other128
Individuals High Net Worth39
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
SPOKANE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
integritywm.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIMPSON, BRIAN, STEVEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SIMPSON, BRIAN, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INTEGRITYWM.NET
Rdap Domain Creation Date
2009-03-31T13:42:54Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,348
Form 5500 Compensation Trajectory 3y
20255,348
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,348
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-31T13:42:54Z
Rdap Domain Last Changed
2025-04-07T14:06:27Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2309646
Trust Company Affiliate
No

People (2)

2
SIMPSON, BRIAN, STEVEN
IAR · Direct Owner · 87.5%
2309646
CRAIG STEPHEN WESSELS
IAR
4661491