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Integrity Private Wealth Advisors, LLC

Integrity Private Wealth Advisors, LLC. CRD 299046

Integrity Private Wealth Advisors, LLC logo

CRD: 299046

Integrity Private Wealth Advisors, LLC

Dallas, TX, 75225
2147291460
www.integritypwa.com
$54.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
11-09-2018
Office Locations
1

Office Locations

5956 Sherry LN Suite 2000 Dallas TX

About Integrity Private Wealth Advisors, LLC

Integrity Private Wealth Advisors provides investment management and strategic, tax-aware wealth planning for individuals and families. Services include ongoing portfolio management, comprehensive financial planning, and insurance planning. Portfolios are commonly implemented with ETFs and public funds, with Charles Schwab & Co. as a custodian. The firm also publishes regular portfolio and market reviews authored by Paul Wildberger.

Team overview

-- AVG AGE
$54.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Beacon alpha Timber peak Signal pathway Eagle value

Client Personas

Catalyst quantum Crest Legacy

Custodian

Ridge crest Capital Horizon bridge

Investment Themes

Summit signal Value Foundation Unison

Investment Vehicles

Oak Signal ember

Platform

Eagle bridge Unison

Services

Insight oak Horizon element Focus meridian Element oak Wave Quantum Crest Quantum Harbor timber Wave Matrix meridian Bridge atlas

Owner & Executives

PAUL LEROY WILDBERGER

PAUL LEROY WILDBERGER

Chief Compliance Officer, Managing Member, President

CRD
#2445382
Ownership
75% or more
(986) 396-9473
bridge.insight@catalystcapital.com
in linkedin.com/in/insight-alpha

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-15-2019
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $54,111,000 $407,407
Total $54,111,000 $407,407

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Separately Managed Accounts

Total SMA Asset: $54,111,000

$54.1M Total SMA
Equity - Exchange:
18.4%
Public Funds:
31.3%
Cash:
13.0%
Municipal Bonds:
25.9%
U.S. Government/Agency:
11.4%
Asset class Assets Assets %
Equity - Exchange $146,117,808 18.4%
Public Funds $248,559,097 31.3%
Cash $103,235,408 13.0%
Municipal Bonds $205,676,697 25.9%
U.S. Government/Agency $90,529,510 11.4%
Total $794,118,520 100.0%

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