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Integrity Advisory Partners LLC

Integrity Advisory Partners LLC. CRD 161647

Integrity Advisory Partners LLC logo

CRD: 161647

Integrity Advisory Partners LLC

NEW York, NY, 10004
6464351506
www.mnwealthadvisors.com
$46.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
10-25-2012
Office Locations
1

Office Locations

11 Broadway Suite 615 NEW York NY

About Integrity Advisory Partners LLC

MN Wealth Advisors (Integrity Advisory Partners LLC) provides relationship-driven wealth management focused on retirement and legacy outcomes. The team builds goal-based, custom portfolios and coordinates retirement planning alongside tax and estate planning, including 401(k) plan support for business owners. Serves business owners, retirees, and medical professionals, with ETF-heavy implementation and custody at Charles Schwab.

Team overview

-- AVG AGE
$23.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Crest Bridge Vector radial North

Client Personas

Momentum Pathway

CRM

Signal

Custodian

Momentum value North focus Timber harbor Peak eagle

Investment Themes

Focus horizon North Oak timber Zenith timber

Investment Vehicles

Atlas ember

Platform

Eagle

Services

Peak Legacy capital Signal Summit harbor Peak Wave frontier Pathway Harbor Timber value Summit Fusion

Owner & Executives

R

RYAN SCOTT COLE

Chief Compliance Officer, Managing Member

CRD
#4826172
Ownership
50% but less than 75%
(418) 274-8536
quantum.eagle@horizoncapital.com
in linkedin.com/in/insight-peak
A

ADAM TODD LAZARUS

Director, Managing Member

CRD
#4827191
Ownership
50% but less than 75%
(249) 716-6264
timber.optima@valuecapital.com
in linkedin.com/in/alpha-timber

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-01-2023
04-17-2024
03-19-2025
03-28-2026
Category Assets AVG. Account size
Discretionary $9,069,214 $906,921
Non-Discretionary $37,038,729 $435,750
Total $46,107,943 $485,347

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Separately Managed Accounts

Total SMA Asset: $46,107,943

$46.1M Total SMA
Equity - Exchange:
27.1%
Derivatives:
42.5%
Cash:
30.4%
Asset class Assets Assets %
Equity - Exchange $531,038,852 27.1%
Derivatives $832,810,008 42.5%
Cash $595,704,100 30.4%
Total $1,959,552,960 100.0%

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