Integrity Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
Integrity Wealth Management reports 169 clients. They include 128 individual clients, 39 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 75.3% ($123M across 485 accounts) are managed with discretion; $40.4M across 59 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 21% |
| High-net-worth individuals | 23% | 79% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 128 | $33.6M | 20.6% | $262K |
| High-net-worth individuals | 39 | $129M | 79.3% | $3.32M |
| Corporations and other businesses | 2 | $185K | 0.1% | $92.4K |
| Total | 169 | $163M | 100% | $965K |
- Clients
- 128
- Regulatory AUM
- $33.6M
- AUM share
- 20.6%
- Avg. per client
- $262K
- Clients
- 39
- Regulatory AUM
- $129M
- AUM share
- 79.3%
- Avg. per client
- $3.32M
- Clients
- 2
- Regulatory AUM
- $185K
- AUM share
- 0.1%
- Avg. per client
- $92.4K
Total
- Clients
- 169
- Regulatory AUM
- $163M
- AUM share
- 100%
- Avg. per client
- $965K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Integrity Wealth Management charges 0.50%–1.25% a year for its Asset Management. Each asset band is charged at its own rate. The fee is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.25% |
| $250K–$500K | 1.00% |
| $500K–$2M | 0.80% |
| $2M–$5M | 0.60% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning-Only Services
- Financial planning-only engagements are charged at an hourly fee of $250 or a flat fee of up to $12,000, negotiable depending on scope and complexity.
Brian Simpson owns 75% or more of Integrity Wealth Management. The leadership team of Integrity Wealth Management includes President Brian Simpson. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Integrity Wealth Management, Inc.
Brian Simpson
Control person · since May 2009
Integrity Wealth Management’s regulatory assets grew from $110M (June 2023) to $163M (August 2026); clients rose from 137 to 169 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $163M | 169 | 2 | 2 |
| Mar 2025March 2025 | $127M | 165 | 2 | 2 |
| Apr 2024April 2024 | $117M | 159 | 2 | 2 |
| Jun 2023June 2023 | $110M | 137 | 2 | 2 |
Besides its headquarters, Integrity Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Washington · 1 listed address
- 202 East Spokane Falls BLVD., Suite 200, SpokaneHQ
Contact and registration details
- Legal name
- Integrity Wealth Management, Inc.
- Headquarters
- 202 East Spokane Falls BLVD., Suite 200, Spokane, WA 99202
- Website
- integritywm.net
- Phone
- 509-315-9532
- SEC file
- 801-128497
- Structure
- Washington corporation
- Fiscal year end
- December
Integrity Wealth Management’s named custodians for separately managed accounts are Fidelity ($116M, 71%) and Charles Schwab ($47M, 29%). Integrity Wealth Management has custody of $60.6M for 67 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $116M71%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $47M29%
At year end, Integrity Wealth Management’s separately managed accounts were mostly in funds (72%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds72%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash1%
How many clients does Integrity Wealth Management have?
Integrity Wealth Management has 169 clients and manages $163 million for them, as of August 2026. They include 128 individual clients, 39 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Integrity Wealth Management offer?
Integrity Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Integrity Wealth Management charge?
Integrity Wealth Management charges 0.50%–1.25% a year for its Asset Management. Each asset band is charged at its own rate. The fee is negotiable.
Which custodians does Integrity Wealth Management use?
Integrity Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $116M and Charles Schwab & Co., Inc. (Westlake, TX), with $47M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026
How many financial advisors does Integrity Wealth Management have?
Integrity Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 Management invest in?
At the end of its last fiscal year, Integrity Wealth Management’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
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 Management?
Integrity Wealth Management’s direct owner is Brian Simpson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does Integrity Wealth Management get paid?
Integrity Wealth Management is paid through a percentage of assets under management, hourly charges 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 Management?
Integrity Wealth Management’s main office is at 202 East Spokane Falls BLVD., Suite 200, Spokane, WA 99202. Its phone number is 509-315-9532. Its website is integritywm.net.
