Integrity Wealth Advisors, Inc.
Integrity Wealth Advisors, Inc. is an SEC-registered investment advisory firm headquartered in Ventura, California. Founded in California, the firm manages approximately $311.6 million in regulatory assets for more than 1,100 individual and household clients. The firm employs 8 financial advisors, providing services primarily in financial planning, portfolio management for individuals and small businesses, and pension consulting. Integrity Wealth Advisors primarily serves clients in California but may also operate in other states under appropriate exemptions. The firm is known for its tailored advisory approach and comprehensive financial planning solutions.
Investment Strategy
Integrity Wealth Advisors employs a client-centric investment strategy focused on financial planning and customized portfolio management for individuals and small businesses. The firm constructs diversified portfolios suited to each client’s objectives, risk tolerance, and time horizon, leveraging multiple custodians and a variety of advisory programs, mutual funds, ETFs, annuities, and alternative products. Their approach emphasizes holistic planning, disciplined investment selection, and ongoing risk management to meet clients’ long-term financial goals. Pension consulting and selection of other advisers may also be provided as part of broader wealth advisory services.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FPE | FIRST TR EXCH TRADED FD III | 14.36% | $20.6M | 1,154,684 | $17.70 | $17.80 | -$1.3M |
D DINT | DAVIS FUNDAMENTAL ETF TR | 13.91% | $19.9M | 769,898 | $21.98 | $25.86 | +$2.6M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 12.56% | $18.0M | 286,447 | $59.79 | $62.74 | +$4.7M |
G GNSS | GENASYS INC | 8.38% | $12.0M | 6,929,467 | $2.58 | $1.73 | -$4.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.66% | $8.1M | 16,686 | $453.54 | $485.77 | -$1.3M |