$61.9M Total AUM
$54.0M Disc. AUM
-- 3Y CAGR
4 Employees
27 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- TimberVertex radial +more
- Established Date
- 04-02-2019
- Office Locations
- 1
Office Locations
550 SE RED Fern Drive Waukee IA
About Integrity Wealth Management LLC
Integrity Wealth Management is an Iowa-based RIA focused on personalized retirement planning for individuals and families. The firm emphasizes tax-efficient retirement income strategies, risk mitigation, and coordinating benefit decisions (including health care) as part of the plan. Offers educational content such as a tax-planning guide and podcast, and works with custodians including Charles Schwab.
Team overview
-- AVG AGE
$30.9M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
7.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Bridge oak Glacier vertex
Client Personas
Glacier harbor
Custodian
Wave Optima Zenith Matrix Vital summit
Fund Managers
Vector
Investment Themes
Ember Ridge Bridge insight
Investment Vehicles
Oak
Services
Atlas quantum Atlas Element Matrix Crest Pioneer oak Signal
Technology
Fusion catalyst Fusion Unison signal Pioneer
Owner & Executives
LOREN W SHERMAN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5457141
- Ownership
- 50% but less than 75%
(417) 787-3395
alpha.element@summitcapital.com
in linkedin.com/in/ridge-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,978,019 | -- |
| Non-Discretionary | $7,880,200 | -- |
| Total | $61,858,219 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,858,219
Public Funds:
48.9% Cash:
51.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $603,111,670 | 48.9% |
| Cash | $630,245,529 | 51.1% |
| Total | $1,233,357,199 | 100.0% |