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- Custodian
- Assetmark · Broadridge · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-07-2006
- Office Locations
- 322
Office Locations
About Integrity Alliance, Llc.
Integrity Wealth (Integrity Alliance, LLC) offers a corporate RIA and broker-dealer platform for independent advisors, including custody/clearing through Pershing and multi-custodian support such as Fidelity. Advisors get proprietary portfolio models, broad TAMP options, and wrap/non-wrap advisory programs, with access to stocks, bonds, UITs, mutual funds/ETFs, annuities, and alternative products (including REITs/BDCs).
Team overview
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Owner & Executives
BRIAN EDWARD AUKES
President
- CRD
- #2712193
- Ownership
- Less than 5%
ANDREA K Baker
Chief Financial Officer, Finop
- CRD
- #5533991
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Christian J Abbas
--
- CRD
- #7993868
DONALD JEREMIAH ABERNETHY
--
- CRD
- #3194164
Showing 2 of 685 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,454,941,329 | $243,200 |
| Non-Discretionary | $957,035,550 | $449,312 |
| Total | $5,411,976,879 | $264,670 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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