# Integritas Wealth Strategies Integritas Wealth Strategies is a Bank / Wealth / Trust based in Charleston, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Charleston, United States - **Region:** North America - **Address:** Charleston, SC, United States - **Founded:** 2024 - **Assets under management:** Undisclosed - **Website:** iw-strategies.com - **LinkedIn:** https://www.linkedin.com/company/integritas-wealth-strategies-llc ## Regulatory record - **CRD number:** 332359 - **Registration status:** Registered - **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332359 ## About Integritas Wealth Strategies was established in 2024 in Charleston, South Carolina, filing with the SEC as a Registered Investment Adviser. The firm's founding coincided with a sustained migration of wealth into the southeastern United States, as Charleston and the broader lowcountry region attracted both retirees and remote-working professionals. Integritas positioned itself to serve the planning and investment management needs of this growing client base, structuring its practice around financial planning, portfolio management, and advisory services for individuals and high-net-worth households. The firm's service model spans financial planning, investment management, and ongoing portfolio oversight. Integritas operates under a fiduciary standard, meaning it is legally obligated to place client interests ahead of its own when recommending securities or strategies. The firm's stated focus on registered investment advisory services places it squarely within the independent, fee-only advisory channel — a structural posture that distinguishes it from broker-dealers and bank-affiliated wealth managers who may face product-distribution incentives. As a 2024 launch, Integritas has no disclosed AUM, partner roster, or completed transactions in the public record. The firm operates from a single office in Charleston, with no additional locations, adjacent vehicles, or philanthropic structures disclosed. The advisory firm's early-stage profile and absence of public filings beyond its Form ADV registration reflect a practice still in its client-acquisition and asset-gathering phase. In May 2024, Integritas Wealth Strategies filed its initial regulatory disclosures, establishing its legal presence as a state-registered investment adviser. The structural differentiator for Integritas is its timing and location. The firm entered Charleston's wealth market during a period of rapid demographic change, competing not against entrenched legacy advisors but alongside other new entrants responding to the same population flows. As a fiduciary RIA without legacy product relationships or a parent institution's balance sheet, Integritas can construct portfolios from the full universe of available securities and strategies — an architectural freedom that bank-affiliated and wirehouse competitors do not share. Whether the firm can convert that structural advantage into a durable book of business will depend on its principals' ability to build trust and demonstrate competence in a market that rewards patience and local relationships. ## Sectors - Wealth Management ## Questions ### Is Integritas Wealth Strategies a fiduciary? Yes. As a state-registered investment adviser, Integritas operates under a fiduciary standard, which legally requires the firm to act in its clients' best interests when providing investment advice. This distinguishes it from broker-dealers, who operate under the less stringent suitability standard. The fiduciary obligation applies across all advisory services, including financial planning and portfolio management. ### What services does Integritas Wealth Strategies offer? The firm provides three core service lines: financial planning, investment management, and portfolio management. Financial planning encompasses cash-flow analysis, tax-aware planning strategies, and long-term goal setting. Investment management covers asset allocation, security selection, and ongoing rebalancing. Portfolio management reflects the discretionary oversight the firm exercises over client accounts. ## Related profiles - [Integritas Wealth Partners](https://altss.com/profile/integritas-wealth-partners) - [Integrity Advisory Solutions](https://altss.com/profile/integrity-advisory-solutions) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/integritas-wealth-strategies Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology