Bank / Wealth / TrustRIA · CRD 310193SEC-Registered

Updated:

Integritas Wealth Management

Integritas Wealth Management was established in 2022 in Carbondale, Illinois. The firm registered with the SEC as an investment advisor with a distinct client...

Integritas Wealth Management logo

Integritas Wealth Management

Integritas Wealth Management was established in 2022 in Carbondale, Illinois. The firm registered with the SEC as an investment advisor with a distinct client model: rather than serving individual retail or institutional investors directly, it provides investment advisory services to other independent and unaffiliated investment advisers. This business-to-RIA structure makes Integritas a sub-advisor or outsourced chief investment officer, handling the investment functions that smaller advisory practices often lack the scale to build internally. The firm's strategy centers on acting as an intermediary layer between independent advisers and the broader asset management marketplace. Integritas handles portfolio construction, investment manager due diligence, ongoing monitoring, and compliance oversight — functions that an RIA principal would otherwise need to staff internally or outsource piecemeal. By aggregating demand from multiple adviser clients, the firm can negotiate institutional pricing on investment platforms and manager access. The geographic focus is primarily US-based advisers, though the specific asset-class mix — whether equities, fixed income, alternatives, or model portfolios — is not publicly detailed. Integritas operates from its single office in Carbondale, Illinois. The firm's scale — both in terms of assets under advisement and professional headcount — is not publicly disclosed, consistent with a young, privately held advisory business that does not market directly to end investors. As a relatively new entrant formed in 2022, the firm's client count, total platform assets, and advisor headcount remain opaque to public record. Structurally, Integritas is distinguished by its pure intermediary posture. Many RIAs outsource investment management to large turnkey asset management platforms or broker-dealer corporate RIAs, which can create conflicts of interest around proprietary products. Integritas, as an unaffiliated third party, is positioned to offer independent manager selection without the product-push incentives that come with a large platform's balance sheet. Whether the firm has achieved the scale to make that independence economically sustainable against larger competitors remains an open question given its short operating history and thin public footprint.

General information

Firm type

Bank / Wealth / Trust

Year founded

2022

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Carbondale

Corporate office

Carbondale, IL, United States

Frequently asked questions

Who are Integritas Wealth Management's clients?

Integritas provides investment advisory services to independent and unaffiliated investment advisers. Rather than working with individual retail or institutional investors, the firm acts as an outsourced investment office, handling portfolio construction and manager selection for other RIAs. This business-to-adviser model allows smaller advisory practices to offer institutional-caliber investment management without building the capability internally.

How does Integritas source and select investments on behalf of adviser clients?

The firm's public record does not specify a particular sourcing methodology. As a sub-advisor to other RIAs, Integritas likely conducts institutional-style manager due diligence and portfolio construction, functioning as a centralized investment committee for its adviser clients. Specific research processes, manager selection criteria, and performance track records have not been disclosed publicly given the firm's size and business-to-business focus.

Is Integritas affiliated with a broker-dealer or larger financial platform?

Based on available public record, Integritas operates as an independent, unaffiliated registered investment advisor. It was formed to serve independent investment advisers without ties to a specific broker-dealer, custodial platform, or proprietary product suite — a structural choice that distinguishes it from corporate RIA platforms where investment selection may be influenced by affiliated product distribution.

What is Integritas Wealth Management's assets under management or advisement?

Integritas has not publicly disclosed its assets under management or advisement. As a young firm founded in 2022 and operating in a business-to-business capacity, its client assets are not reported through channels that would make them visible to public data aggregators. No Form ADV summary or other regulatory filing has been publicly cited with a specific AUM figure.

Does Integritas maintain any philanthropic or impact-investing structures?

There is no public disclosure indicating that Integritas operates a philanthropic foundation or dedicated impact-investing vehicle. The firm's public focus is exclusively on providing investment advisory services to other investment advisers, with no published commitments to mission-related or ESG-mandated structures.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Carbondale Bank / Wealth / Trust profiles