CRD: 143716
Integrity Wealth Management, INC
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- BridgeEmber value
- Established Date
- 03-14-2012
- Office Locations
- 1
Office Locations
About Integrity Wealth Management, INC
Integrity Wealth Management, Inc. is an independent Louisiana-based RIA founded in 2007 led by Mike Patton, CFP. The firm provides comprehensive financial planning and portfolio management, emphasizing low costs, loss avoidance, and long-term discipline. It serves retail investors including retirees and business owners/entrepreneurs, with portfolios using ETFs and fixed income; Patton publishes investor education articles (incl. Forbes).
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Owner & Executives
MICHAEL JOHN PATTON
Certified Financial Planner, Owner
- CRD
- #1905656
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $457,119,333 | 11.6% |
| Public Funds | $985,170,977 | 25.0% |
| Cash | $275,847,873 | 7.0% |
| Corporate - Investment Grade | $851,187,724 | 21.6% |
| Corporate - Non-Investment Grade | $662,034,896 | 16.8% |
| Municipal Bonds | $709,323,104 | 18.0% |
| Total | $3,940,683,907 | 100.0% |