$369.0M Total AUM
$369.0M Disc. AUM
22.3% 3Y CAGR
2 Employees
191 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 08-30-2016
- Office Locations
- 1
Office Locations
4725 S. Monaco Street Suite 335 Denver CO
About Integrity Wealth Solutions LLC
Integrity Wealth Solutions is a Denver-based, SEC-registered, fee-only RIA providing holistic financial planning and discretionary portfolio management. The firm is known for a tiered flat-fee asset-management model and builds diversified, cost- and tax-efficient portfolios aligned to client goals and risk tolerance, commonly using ETFs and public funds. Custody includes Charles Schwab.
Team overview
47 AVG AGE
$184.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Signal Vital vertex
Client Personas
Harbor delta Peak
Custodian
Value Meridian Horizon ember Vector Oak
Investment Themes
Matrix Meridian insight Insight catalyst
Investment Vehicles
Meridian Pathway zenith
Platform
Wave Oak
Services
Vertex value Unison matrix Summit legacy Vector oak Meridian signal Quantum vital Element Wave Signal Meridian eagle
Technology
Catalyst
Owner & Executives
CLINT PAUL THOMAS
Investment Advisor, Managing Member
- CRD
- #4310393
- Ownership
- 50% but less than 75%
(920) 365-8384
beacon.meridian@pathwaycapital.com
in linkedin.com/in/wave-radial
JUSTINA RENEE WELCH
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #3276656
- Ownership
- 50% but less than 75%
(866) 850-4872
peak.capital@beaconcapital.com
in linkedin.com/in/delta-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $368,976,155 | $506,140 |
| Non-Discretionary | $6,750 | $6,750 |
| Total | $368,982,905 | $505,456 |
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Separately Managed Accounts
Total SMA Asset: $368,982,905
Equity - Exchange:
39.8% Public Funds:
11.2% Cash:
16.0% Other:
33.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,160,809,807 | 39.8% |
| Public Funds | $889,474,116 | 11.2% |
| Cash | $1,270,677,309 | 16.0% |
| Other | $2,620,771,951 | 33.0% |
| Total | $7,941,733,183 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX HORIZON | PATHWAY VITAL | 1PKO0JWU2 | PEWM | 9.47% | $62,428,326 |
| MOMENTUM CATALYST DELTA | GLACIER VITAL | GXU7910X5 | IEBJC | 7.06% | $34,031,197 |
| DELTA BEACON EMBER | LEGACY PIONEER | UMHGCVK5K | WFIE | 11.41% | $18,154,275 |
| INSIGHT SIGNAL | MERIDIAN SIGNAL | TG5BIGWGZ | RTPXK | 2.08% | $110,494,380 |
| HORIZON VECTOR | FOCUS LEGACY | DH5ASPLT1 | DTDVG | 1.18% | $113,855,015 |
| PRIME TIMBER | VECTOR FUSION | FT5EDPBYJ | FELA | 6.69% | $58,639,141 |
| MERIDIAN TIMBER | RADIAL DELTA | X395P9HM1 | OPU | 2.27% | $18,458,221 |
| SIGNAL VERTEX | CREST PEAK | JVEDYL3S9 | QGZP | 3.98% | $22,538,453 |