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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- UnisonCapital
- Established Date
- 05-06-2024
- Office Locations
- 2
Office Locations
About Integrity Wealth LLC
Integrity Wealth LLC is an Oregon-based RIA helping pre-retirees and retirees navigate to and through retirement with holistic wealth management and planning. The team emphasizes a transparent, education-first process and fiduciary, unbiased advice. Portfolios center on diversified asset allocation using public funds and ETFs with risk management integrated. Serves clients nationally and supports accounts through major custodians such as Schwab.
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Owner & Executives
JESSE CARL COFFEE
PRINCIPAL, Private Wealth Advisor
- CRD
- #6022563
- Ownership
- Less than 5%
SCOTT EVERETT SANDERS
Chief Compliance Officer, PRINCIPAL, Private Wealth Advisor
- CRD
- #2776777
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHARLES RICHARD BLOZINSKI
--
- CRD
- #2954135
Teresa Lynn Hughes
Founder, Portfolio Manager
- CRD
- #6561875
Momentum signal
Legacy prime peak
- CRD
- #86113
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,468,242 | $342,353 |
| Non-Discretionary | $21,353,910 | $7,117,970 |
| Total | $304,822,152 | $366,814 |
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Separately Managed Accounts
Total SMA Asset: $304,822,152
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $450,195,211 | 10.7% |
| Equity - Exchange | $896,182,989 | 21.3% |
| Cash | $1,510,468,043 | 35.9% |
| Municipal Bonds | $769,960,033 | 18.3% |
| U.S. Government/Agency | $580,625,598 | 13.8% |
| Total | $4,207,431,874 | 100.0% |