Integrity Wealth Advisors

Integrity Wealth Advisors

Founded in 2016, Integrity Wealth Advisors established its practice in Ventura, California as a fee-only registered investment advisor. The firm builds client relationships around comprehensive financial planning, layered onto discretionary portfolio management. Its client base spans high-net-worth individuals, trusts, estates, charitable organizations, and corporate retirement plans — a structure that demands coordination across tax, estate, and investment functions simultaneously. The firm runs a multi-asset-class discipline, allocating across public equities, fixed income, and alternative investments. While specific deployment figures are not publicly disclosed, the advisor constructs separately managed accounts and model portfolios tailored to each client's liquidity and tax profile. Asset allocation tilts toward long-only equity and investment-grade credit, with alternatives used selectively for diversification. Geographic exposure concentrates on US markets, consistent with a Southern California wealth-management franchise. Integrity Wealth Advisors maintains a single office in Ventura, operating without satellite locations or adjacent club vehicles that are publicly known. The firm has not publicized team size, leadership changes, or separate philanthropic structures. No dated operational events from the past 24 months were available in the public record as of mid-2026. What distinguishes Integrity Wealth Advisors structurally is its integrated fee-only model — combining planning and portfolio management under one fiduciary umbrella. Unlike broker-dealer hybrids or bank-trust providers, the RIA structure eliminates product-commission conflicts. Succession planning and ownership structure remain opaque; a founder-operator model is common among advisory firms of this vintage and scale in the Ventura market.