INTEGRITY WEALTH LLC

CRD

330809

SEC file #

801-130226

EIN

—

DBA names

—

Economics

AUM

$304.8M

AUM band

$100M-$500M

AUM trajectory

'25 · $260.3M

'26 · $304.8M

'25'26

$260.3M → $304.8M▲ +17%

sec adv history

Client mix

Individuals Other	125
Individuals High Net Worth	120

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 5 advisors

'26 · 5 advisors

'25'26

5 advisors → 5 advisors▬ 0%

sec adv history

Primary office

EUGENE OR

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

04/06/2026

ADV-W filed at

—

Website

integritywealthnw.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SME, INC.

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

SME, INC.

WEALTH PLANNER INC.

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

INTEGRITYWEALTHNW.COM

Rdap Domain Creation Date

2024-04-16T22:37:07Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1974

Soi Zip Pct 200k Plus

0.0614

Soi Zip Returns 200k Plus

1,260

Soi Zip Total AGI

1,778,116

Fdic Zip Total Deposits

66,666,744,000

Fdic Zip Branch Count

802

Fdic Zip Top Banks

Umpqua Bank

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (23)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Fdic Zip Branches Raw

Siuslaw Valley BankPleasant Hill, OR

Siuslaw Valley BankEugene, OR

Fdic Zip HHI

847.56

Fdic Zip Top Bank Share Pct

15.9

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-16T22:37:07Z

Rdap Domain Last Changed

2026-04-15T09:03:57Z

Rdap Nameservers

Ns1.hover.comNs2.hover.com

Rdap Secure Dns Enabled

Rdap Status

Active

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	84,757
Returns	6,740

Stub 2

AGI	194,730
Returns	5,360

Stub 3

AGI	163,034
Returns	2,670

Soi Zip Total Business Income

44,917

Soi Zip Total Cap Gains

144,344

Soi Zip Total Dividends

46,549

Soi Zip Total Returns

20,520

Trust Company Affiliate