Integrity Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$162,965,278
Clients
167
Advisors
2
of 2 employees
About
Integrity Wealth Management provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s services include customized portfolio management, comprehensive financial planning, and retirement‑plan advisory work for plan sponsors and participants.
Portfolios are invested primarily in no‑load mutual funds, ETFs, and individual stocks and bonds held at Charles Schwab or Fidelity, and accounts may be managed on either a discretionary or non‑discretionary basis. Financial planning is typically included with asset management at no additional fee, while standalone planning is available for an hourly or flat fee, and the firm may recommend third‑party managers for portions of client assets.
Integrity reports $163,150,031 in assets under management, including $122,798,607 discretionary and $40,351,424 non‑discretionary, which is notable for a supported firm with two advisors. The firm recently disclosed use of client testimonials, does not vote client proxies (clients retain proxy‑voting responsibility), and reports limited custody for certain accounts tied to standing limited powers of attorney while emphasizing custodial statements as the official record.
Client services
Expertise
Occupation focus
Fee options
Financial planning-only flat fee up to $12,000, negotiable
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Financial planning-only services at $250/hour
Minimum fee: Minimum annual fee of $1,000, which may be lowered or waived at discretion Fee-only: Financial planning-only services charged at $250/hour or a flat fee up to $12,000 (negotiable)
Main office
202 East Spokane Falls Blvd., Suite 200
Spokane WA 99202
Advisors at this office
2
Most active in
Arizona · California · Florida · Idaho · Washington
Also doing business as
Angels Investment Management, Inc. · Brian Steven Simpson · Integrity Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Craig W
Series 66
Spokane, WA
Integrity Wealth Management, Inc.
Craig Wessels is a financial advisor with Integrity Wealth Management, Inc. in Spokane, WA, holding a Series 66 designation and 22 years of industry experience. He worked at Charles Schwab and Charles Schwab Bank from 2004 to 2018 before joining Integrity Wealth Management in 2018. Integrity Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates as a fee-only advisor, using a variety of security-analysis methods and offering ERISA-level retirement plan services.
Brian S
Series 63, Series 65
Spokane, WA
Integrity Wealth Management, Inc.
Brian Simpson is a financial advisor at Integrity Wealth Management, Inc. in Spokane, WA, holding Series 63 and Series 65 registrations with 29 years of industry experience. He has been with Integrity Wealth Management since 2009. Integrity Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm focuses on customized portfolio management and retirement-plan advisory services using primarily no-load mutual funds, ETFs, and individual securities.
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