$163.2M Total AUM
$122.8M Disc. AUM
14.9% 3Y CAGR
2 Employees
169 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-08-2009
- Office Locations
- 1
Office Locations
202 East Spokane Falls Blvd. Suite 200 Spokane WA
About Integrity Wealth Management, Inc.
Integrity Wealth Management is a Spokane, WA RIA providing retirement planning and ongoing investment management for retirees and near-retirees, as well as business owners and families navigating life transitions (divorce, widowhood). The team emphasizes goal-based planning, portfolio monitoring, and education, and offers a complimentary financial review. Custody includes Schwab and Fidelity/NFS.
Team overview
52 AVG AGE
$81.6M AVG AUM / ADVISOR
$965.4K AVG AUM / CLIENT
12.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
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Technology
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Owner & Executives
BRIAN STEVEN SIMPSON
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2309646
- Ownership
- 75% or more
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C
CRAIG STEPHEN WESSELS
Investment Advisor
- CRD
- #4661491
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,798,607 | $253,193 |
| Non-Discretionary | $40,351,424 | $683,922 |
| Total | $163,150,031 | $299,908 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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