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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-29-2012
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CABIN GOLD KIM
Managing Member, Managing Member - Cco
- CRD
- #5649440
- Ownership
- 75% or more
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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
SMA allocation detail is available
Integrity Wealth Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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