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- Custodian
- Fidelity/NFS · SEI · TD Ameritrade
- Clients
- Retail
- Platforms
- GlacierZenith summit +more
- Established Date
- 02-21-2023
- Office Locations
- 1
Office Locations
About Integrity Wealth Advisors
Integrity Wealth Advisors is an independent, fee-only fiduciary RIA providing financial planning and ongoing strategy implementation for families nationwide, supported by a structured process from discovery through periodic plan updates. The team brings 30+ years combined experience (including CFP(R), RICP and AAMS) and emphasizes transparency with meeting agendas and written summary letters.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
WILLIAM JOHN VAIL
Managing Partner, Wealth Advisor
- CRD
- #2772722
- Ownership
- 75% or more
NICHOLAS RONALD VAIL
Managing Partner, Owner
- CRD
- #5876579
- Ownership
- 10% but less than 25%
Pathway harbor
Harbor fusion north
- CRD
- #80484
- Ownership
- 36.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,000,000 | -- |
| Non-Discretionary | $677,000 | -- |
| Total | $64,677,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,677,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $542,000,088 | 10.3% |
| Equity - Exchange | $694,602,055 | 13.2% |
| Corporate - Investment Grade | $1,136,621,544 | 21.6% |
| Municipal Bonds | $1,031,378,808 | 19.6% |
| U.S. Government/Agency | $1,252,388,553 | 23.8% |
| Cash | $605,145,729 | 11.5% |
| Total | $5,262,136,777 | 100.0% |