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Building 2INTEGRITY WEALTH MANAGEMENT, LLC

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Phone513-289-2625
NotebookSEC #801-134862
Total AUM
$111.1M
Employees
3
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
Monday - Friday
Phone
513-289-2625

ReceiptFinancials

Total AUM
$111.1M
Accounts
356
Discretionary
$111.1M
Accounts
356
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$22.6M
HNW Individual Clients
32
AUM
$88.5M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILINOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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