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Integrity Wealth Advisors, LLC

Integrity Wealth Advisors, LLC. CRD 281708

Integrity Wealth Advisors, LLC logo

CRD: 281708

Integrity Wealth Advisors, LLC

Ventura, CA, 93001
8053390760
iwaplan.com
$285.5M Total AUM
$285.5M Disc. AUM
-2.3% 3Y CAGR
10 Employees
832 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Crest ember
Established Date
01-29-2016
Office Locations
1

Office Locations

196 S. FIR St. Suite 140 Ventura CA

About Integrity Wealth Advisors, LLC

Integrity Wealth Advisors is an independent fiduciary firm in Ventura/Ojai, California providing personalized financial planning and investment management for individuals and families, including retirement and broader wealth strategy. The team hosts monthly client Town Halls with their investment experts for live Q&A and portfolio alignment. Reported custodians include Charles Schwab and LPL Financial.

Team overview

54 AVG AGE
$95.2M AVG AUM / ADVISOR
$343.1K AVG AUM / CLIENT
6.6 yrs AVG TENURE
10 Employees
3 Advisory Reps
4 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Value signal Vital

Client Personas

Foundation insight

Custodian

Prime legacy Momentum

Investment Themes

Ember Radial

Investment Vehicles

Fusion Atlas

Platform

Beacon Zenith

Services

Glacier Focus delta Summit pathway Beacon foundation Peak Peak Momentum pathway Fusion focus

Technology

Capital focus

Owner & Executives

C

CHARLES TRACY MCGORTEY

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(296) 702-8122
vertex.quantum@elementcapital.com
in linkedin.com/in/pioneer-pathway
STEPHEN HANS WAGNER

STEPHEN HANS WAGNER

Chief Executive Officer, Chief Investment Officer, Wealth Advisor

CRD
#2193508
Ownership
Less than 5%
(971) 701-7998
unison.pioneer@primecapital.com
in linkedin.com/in/catalyst-ember

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Contacts

ROBERT WILLIAMS CHEATHAM

ROBERT WILLIAMS CHEATHAM

Wealth Advisor

CRD
#5040406
(229) 273-6228
glacier.signal@glaciercapital.com
in linkedin.com/in/meridian-zenith
Douglas Robert Ecker

Douglas Robert Ecker

--

CRD
#7208891
(313) 242-7825
capital.value@capitalcapital.com
in linkedin.com/in/pathway-frontier
B

Beacon north

Insight vertex

CRD
#44941
(430) 263-8641
wave.element@oakcapital.com
in linkedin.com/in/matrix-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-17-2022
04-06-2023
04-29-2024
09-02-2025
05-15-2026
Category Assets AVG. Account size
Discretionary $285,486,435 $245,897
Non-Discretionary $0 --
Total $285,486,435 $245,897

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Separately Managed Accounts

Total SMA Asset: $285,486,435

$285.5M Total SMA
Public Funds:
36.6%
Equity - Exchange:
27.2%
Cash:
36.2%
Asset class Assets Assets %
Public Funds $1,381,284,868 36.6%
Equity - Exchange $1,026,528,645 27.2%
Cash $1,366,188,859 36.2%
Total $3,774,002,372 100.0%

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