CRD: 332359
Integritas Wealth Strategies, LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-02-2024
- Office Locations
- 2
Office Locations
About Integritas Wealth Strategies, LLC
Integritas Wealth Strategies is a Charleston, SC RIA led by Daniel Heidel, providing investment management and full-spectrum planning for individuals and families. The firm emphasizes tax-smart, values-aligned portfolio construction (including proxy-voting engagement), alongside retirement, education/529, insurance risk reviews, and estate coordination. Client assets are typically custodied at Altruist, and portfolios are largely implemented with ETFs; new clients receive a personalized portfolio plan in about 3 weeks with ongoing quarterly reviews.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 10 clients, or 2.5 clients per representative. That equates to $350.6K in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on June 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Integritas Wealth Strategies, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Daniel Cody Heidel
Chief Compliance Officer, PRINCIPAL
- CRD
- #7532971
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Christopher Joseph Langlois
--
- CRD
- #8114163
MATTHEW TUCKER MCGEE
--
- CRD
- #7208209
Showing 2 of 4 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,505,624 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,505,624 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Integritas Wealth Strategies, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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