$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-29-2012
- Office Locations
- 1
Office Locations
3333 Warrenville Rd., Ste. 200 Lisle IL
About Integrity Wealth Management, LLC
Integrity Wealth Management, LLC (Cabin Kim, CPA) works one-on-one with families and individuals nationwide, providing tax services alongside investment advisory. Public disclosures indicate portfolios implemented primarily with ETFs, with an emphasis on asset allocation and portfolio construction, and custody at Charles Schwab. CPA-led boutique for clients seeking coordinated tax and investment decision support.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CABIN GOLD KIM
Managing Member, Managing Member - Cco
- CRD
- #5649440
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,496,997 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,496,997 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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