# Integrity Wealth Management

Integrity Wealth Management is a Bank / Wealth / Trust based in Spokane, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Spokane, United States
- **Region:** North America
- **Address:** Spokane, WA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** integritywm.net
- **LinkedIn:** https://www.linkedin.com/company/iwmkc

## Regulatory record

- **CRD number:** 137803
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137803

## About

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. No adjacent investment vehicles, philanthropic foundations, or co-investment clubs are publicly associated with the firm. Architecturally, Integrity represents a pure-play fiduciary structure — a state-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.

## 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 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.

## Related profiles

- [Integrity Wealth Advisors](https://altss.com/profile/integrity-wealth-advisors)
- [Integrity Wealth Partners](https://altss.com/profile/integrity-wealth-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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