Integrity Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, education planning, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
Integrity Wealth reports 245 clients. They include 125 individual clients and 120 high-net-worth individuals. Of its assets, 93.0% ($283M across 828 accounts) are managed with discretion; $21.4M across 3 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 14% |
| High-net-worth individuals | 49% | 78% |
| Pension and profit-sharing plans | Fewer than 5 | 7% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 125 | $44M | 14.4% | $352K |
| High-net-worth individuals | 120 | $238M | 78.1% | $1.99M |
| Pension and profit-sharing plans | Fewer than 5 | $21.4M | 7.0% | — |
| Charitable organizations | Fewer than 5 | $576K | 0.2% | — |
| Corporations and other businesses | Fewer than 5 | $653K | 0.2% | — |
| Total | 245 | $305M | 100% | — |
- Clients
- 125
- Regulatory AUM
- $44M
- AUM share
- 14.4%
- Avg. per client
- $352K
- Clients
- 120
- Regulatory AUM
- $238M
- AUM share
- 78.1%
- Avg. per client
- $1.99M
- Clients
- Fewer than 5
- Regulatory AUM
- $21.4M
- AUM share
- 7.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $576K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $653K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 245
- Regulatory AUM
- $305M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Integrity Wealth is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Retirement plan advisory fees are an annual asset-based fee of up to 1.50%, negotiable depending on the size and complexity of the plan.
- Standalone financial planning
- Standalone financial planning is a fixed engagement fee ranging from $1,500 to $5,000 per engagement, negotiable based on complexity and the overall relationship.
Sme, Inc. owns 50% to 75% of Integrity Wealth and is in turn owned by Scott Sanders (75% or more). The leadership team of Integrity Wealth includes Chief Compliance Officer Scott Sanders. It has 6 employees, 5 of them in advisory roles.
Leadership
- Scott SandersPrincipal and Chief Compliance Officer
- Jesse CoffeePrincipal
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Charles Richard Blozinski
- Jesse Carl Coffee
- Teresa Lynn Hughes
- Matthew James Mathiesen
- Jennifer Sue Paterson
- Scott Everett Sanders
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Integrity Wealth LLC
Sme, Inc.
Control person · since April 2024
- Owns 75% or more of Sme, Inc.
Scott Sanders
Control person · since July 2018
- Owns 25% to 50% of Integrity Wealth LLC
Wealth Planner Inc.
Control person · since April 2024
- Owns 75% or more of Wealth Planner Inc.
Jesse Coffee
Control person · since July 2018
Integrity Wealth’s regulatory assets grew Infinity× from $0 (June 2024) to $305M (August 2026); employees rose from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $305M | 245 | 6 | 2 |
| April 2025 | $260M | 199 | 6 | 2 |
| June 2024 | $0 | 0 | 4 | 1 |
Besides its headquarters, Integrity Wealth has 1 office, with 2 listed addresses in Oregon.
Oregon · 2 listed addresses
- 1200 Executive Parkway, Suite 430, EugeneHQ
- 703 Chetco Avenue, Brookings
Other business names
Integrity Wealth has reported 1 other business name to the SEC.
- Retirement Intelligence
Contact and registration details
- Legal name
- Integrity Wealth LLC
- Headquarters
- 1200 Executive Parkway, Suite 430, Eugene, OR 97401
- Website
- integritywealthnw.com
- Phone
- 541-650-6061
- SEC file
- 801-130226
- Founded
- 2018
- Structure
- Oregon LLC
- Fiscal year end
- December
Integrity Wealth uses Fidelity ($283M) as custodian for its separately managed accounts. Integrity Wealth has custody of $94M in client assets for 135 clients.
- FidelityFidelity Brokerage Services LLC · Westlake, TX · $283M100%
At year end, Integrity Wealth’s separately managed accounts were mostly in funds (57%) and stocks (28%).
What the accounts hold
- Stocks28%
- Funds57%
- Bonds6%
- State and local bonds4%
- U.S. government and agency bonds2%
- Cash9%
How many clients does Integrity Wealth have?
Integrity Wealth has 245 clients and manages $305 million for them, as of August 2026. They include 125 individual clients and 120 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 August 2026
What services does Integrity Wealth offer?
Integrity Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Integrity Wealth use?
Integrity Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Westlake, TX), with $283M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 August 2026
How many financial advisors does Integrity Wealth have?
Integrity Wealth has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrity Wealth invest in?
At the end of its last fiscal year, Integrity Wealth’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 9% cash and equivalents, 4% state and local bonds and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Integrity Wealth?
Integrity Wealth is owned through holding companies by Scott Sanders and Jesse Coffee. Its direct owners are Sme, Inc. (50% to 75%) and Wealth Planner Inc. (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 August 2026
How does Integrity Wealth get paid?
Integrity Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Integrity Wealth?
Integrity Wealth’s main office is at 1200 Executive Parkway, Suite 430, Eugene, OR 97401. Its phone number is 541-650-6061. Its website is integritywealthnw.com.