{"url":"https://nivawealth.com/firms/integrity-wealth-330809","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/330809","regulatoryAum":304822152,"crd":"330809","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2954135","suffix":null,"lastName":"BLOZINSKI","firstName":"CHARLES","middleName":"RICHARD"},{"crd":"6022563","suffix":null,"lastName":"COFFEE","firstName":"JESSE","middleName":"CARL"},{"crd":"6561875","suffix":null,"lastName":"Hughes","firstName":"Teresa","middleName":"Lynn"},{"crd":"5768992","suffix":null,"lastName":"MATHIESEN","firstName":"MATTHEW","middleName":"JAMES"},{"crd":"7111630","suffix":null,"lastName":"Paterson","firstName":"Jennifer","middleName":"Sue"},{"crd":"2776777","suffix":null,"lastName":"SANDERS","firstName":"SCOTT","middleName":"EVERETT"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-12","regulatoryAum":0,"clients":0,"employees":4,"offices":1},{"filedOn":"2025-04-24","regulatoryAum":260316725,"clients":199,"employees":6,"offices":2},{"filedOn":"2026-08-07","regulatoryAum":304822152,"clients":245,"employees":6,"offices":2}],"secFileNumber":"801-130226","legalName":"Integrity Wealth LLC","displayName":"Integrity Wealth","slug":"integrity-wealth-330809","website":"https://integritywealthnw.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2018","organization":"Oregon limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1200 Executive Parkway, Suite 430","city":"Eugene","state":"OR","stateName":"Oregon","country":"United States","postalCode":"97401"},"tradeNames":["Retirement Intelligence"],"registration":{"secApproved":"6 May 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1151995.2040816327,"staff":{"employees":6,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":304822152,"discretionary":283468242,"discretionaryAccounts":828,"nonDiscretionary":21353910,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":2,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":125,"regulatoryAum":44026197},{"label":"High-net-worth individuals","clients":120,"regulatoryAum":238212628},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":21353910},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":575957},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":653460}],"feePrograms":[{"role":"other","program":"Retirement Plan Advisory Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050125","versionId":1050125,"submittedOn":"2026-06-30","documentName":"INTEGRITY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"},{"role":"other","program":"Standalone financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050125","versionId":1050125,"submittedOn":"2026-06-30","documentName":"INTEGRITY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T11:23:55.864188+00:00","documents":[{"name":"INTEGRITY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050125","versionId":1050125,"submittedOn":"2026-06-30"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Westlake, TX","smaAssets":283468241}],"custodyNote":"Integrity Wealth has custody of $94M in client assets for 135 clients.","otherCustodians":[],"leadership":[{"name":"Scott Sanders","title":"Principal and Chief Compliance Officer","crd":"2776777"},{"name":"Jesse Coffee","title":"Principal","crd":"6022563"}],"ownership":[{"label":"Sme, Inc.","detail":"Managing member in the 50% to 75% ownership band and a control person, since April 2024."},{"label":"Wealth Planner Inc.","detail":"Managing member in the 25% to 50% ownership band and a control person, since April 2024."},{"label":"Scott Sanders","detail":"Indirect owner: a owner of Sme, Inc. in the 75% or more band and a control person, since July 2018.","parent":"Sme, Inc."},{"label":"Jesse Coffee","detail":"Indirect owner: a owner of Wealth Planner Inc. in the 75% or more band and a control person, since July 2018.","parent":"Wealth Planner Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":2,"addresses":[{"street":"1200 Executive Parkway, Suite 430","city":"Eugene","headquarters":true},{"street":"703 Chetco Avenue","city":"Brookings"}]}],"brochureServices":["education planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"541-650-6061","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":28},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":57},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"7 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/330809/PDF/330809.pdf","brochureDate":"30 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050125","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Integrity Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Integrity Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Integrity Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Integrity Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Integrity Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Integrity Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Integrity Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Integrity Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 7 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}