CRD: 332359
Integritas Wealth Strategies, LLC
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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