Integrity Private Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,706,000
Clients
35
Advisors
1
of 1 employees
About
Integrity Private Wealth Advisors serves individual investors as well as trusts, pension and corporate clients, offering Comprehensive Portfolio Management through a wrap-fee program and ongoing retirement plan consulting for employer plan sponsors. The firm’s advisory services explicitly include portfolio management for institutional and business clients in addition to individual accounts.
The firm employs a mix of fundamental, technical, sector and cyclical analysis and uses asset allocation, long-term and tactical strategies; it also utilizes derivatives and option strategies (including short sales and structured-product exposure) within separately managed accounts. Comprehensive Portfolio Management is delivered only through the firm’s wrap-fee program, and the firm reported managing about $54.1 million on a primarily non-discretionary basis as of December 31, 2025.
Compared with many solo independent advisers, the firm combines a wrap-fee sponsorship model with retirement-plan and pension consulting and a business/ corporate client base — services that are statistically uncommon for peers. Representatives are licensed to sell insurance products, a relationship disclosed in the brochure and relevant to the firm’s broader service mix.
Client services
Expertise
Fee options
Up to 1.00% annually for Retirement Plan Consulting services based on Plan assets under management
Account minimum: $1,000 Minimum fee: Written financial plans are generally assessed a minimum fee of $1,000
Main office
5956 Sherry Ln, Suite 2000
Dallas TX 75225
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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