# Integritas Wealth Management

Integritas Wealth Management is a Bank / Wealth / Trust based in Carbondale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Carbondale, United States
- **Region:** North America
- **Address:** Carbondale, IL, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** integritasproviders.com
- **LinkedIn:** https://www.linkedin.com/company/integritas

## Regulatory record

- **CRD number:** 310193
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310193

## About

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.

## 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.

## Related profiles

- [Integris Wealth Management](https://altss.com/profile/integris-wealth-management)
- [Integritas Wealth Partners](https://altss.com/profile/integritas-wealth-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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