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Integrity Wealth Management
Founded in 2009 and registered as an investment advisor, Integrity Wealth Management operates from a single hub in Spokane, Washington. The firm was...
Integrity Wealth Management
Founded in 2009 and registered as an investment advisor, Integrity Wealth Management operates from a single hub in Spokane, Washington. The firm was established to serve the eastern Washington market, a region whose advisory relationships have historically been dominated by out-of-state institutions. Integrity took the opposite path — building a local book that spans individual wealth management, retirement plan consulting, trust advisory, and small-business financial planning. The firm offers a broad retail and institutional advisory mix. Asset management and portfolio construction form the core, supported by comprehensive financial planning and trust services. Client types disclosed in regulatory filings include individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other pooled investment vehicles. The geographic footprint, while anchored in the Inland Northwest, reflects a practice built primarily through local referral networks across Washington and neighboring Idaho. Integrity Wealth Management does not publicly disclose firm AUM, team headcount, or named principals in its accessible regulatory or promotional materials. The RIA is a lean operation, typical of a boutique in a mid-sized metropolitan area, and appears to operate without satellite offices. No adjacent investment vehicles, philanthropic foundations, or co-investment clubs are publicly associated with the firm. Architecturally, Integrity represents a pure-play fiduciary structure — an SEC-registered investment advisor obligated to the 1940 Act standard, charging fees directly rather than routing client capital through a broker-dealer grid. For local clients in Spokane and the broader Columbia Basin, that means the firm's only revenue incentive is the advisory fee itself, a model distinct from the commission-and-distribution architecture that still characterizes much of the area's legacy financial-services storefront.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Spokane
Corporate office
Spokane, WA, United States
Frequently asked questions
Is Integrity Wealth Management a broker-dealer or a fiduciary RIA?
Integrity is registered as an investment advisor, which places it under the fiduciary standard of the Investment Advisers Act of 1940. That means the firm must act in its clients' best interest when providing investment advice, rather than meeting only the suitability standard that governs broker-dealers. The firm's ADV regulatory filings confirm it receives no commissions or broker-dealer revenue, operating solely on advisory fees.
Does the firm manage institutional capital or is it primarily a retail advisor?
Integrity Wealth Management serves a mixed client base. Its regulatory filings list individuals and high-net-worth individuals alongside pension and profit-sharing plans, charitable organizations, and corporations. Available public information does not suggest the firm runs dedicated institutional pooled vehicles like a fund-of-funds or private-market access program, but it does act as an advisor to pooled investment vehicles.
Where does Integrity source its clients?
The firm's client base is concentrated in the Inland Northwest, primarily Washington and the surrounding states. Without a national brand or wirehouse affiliation, Integrity likely builds its book through professional referral networks, local business relationships, and a long footprint in the Spokane community dating to its 2009 founding.
Who runs Integrity Wealth Management?
Named principals are not publicly disclosed in the firm's accessible regulatory or promotional materials. Many smaller RIAs with a single office operate under a sole proprietor or a small partnership structure, and Integrity's lack of public-facing leadership bios suggests the firm has not historically pursued an institutional brand-building strategy.
Does the firm have a private wealth minimum or an institutional account threshold?
The firm does not publish minimum account sizes or eligibility thresholds on its public materials. Boutique RIAs of this profile often set minimums on a case-by-case basis, determined by the service tier — standalone financial planning versus ongoing discretionary portfolio management — and the economics of the advisor-client relationship.
Profile maintained by Altss 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.
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