Integrity Wealth LLC - Investment Advisers

About Integrity Wealth LLC

Integrity Wealth LLC is an investment adviser based in Eugene, Oregon, with six employees and regulatory assets under management of $304.82 million. The firm focuses on retirement planning and describes itself as a fiduciary bound to put clients' interests first. It is one of the investment advisers in Oregon and appears in the directory of US investment advisers. The advisory team includes Jesse and Matt, who are both Certified Financial Planners, and Jesse also holds the Chartered Retirement Planning Counselor designation. Charles, a United States Army veteran, describes the firm's approach as fee-only, and Scott has worked in finance since 1996. Teri entered the financial industry in 2015 after a career in the medical and dental field. Several team members were born or raised in Oregon. Teri, Scott and Jesse worked together at Merrill Lynch in 2015, and Jesse and Matt both serve on the board of the Financial Planning Association. Note: only two link slots were provided, so the text includes two links rather than the three to five requested.

Key Facts

Assets Under Management

$304.82M

Employees

6

SEC File Number

801-130226