Integrity Advisory Solutions, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 288817
· SEC file 801-123090
· Dallas, TX
· integritywealthsolutions.com
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ADV data as of Jun 11, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 2,428
- Avg AUM / client
- $454K
- Accounts
- 4,143
- Employees
- 113
AUM over time
$120M
$1.1B
Dec 2021
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,137 | $435M | 39.4% |
| High net worth individuals | 250 | $637M | 57.7% |
| Pension and profit sharing plans | 17 | $5.7M | 0.51% |
| Charitable organizations | Fewer than 5 clients | $59.6K | 0.01% |
| State or municipal government entities | Fewer than 5 clients | $377K | 0.03% |
| Corporations and other businesses | 24 | $25.2M | 2.28% |
People (122)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Stuart Norris | President | Jul 2017 (9y) | Less than 5% | |
| Andrew Allen Osby | Chief Investment Officer | Chartered Financial Consultant | Feb 2024 (3y) | Less than 5% |
| Belma Mujdzic | Chief Operations Officer | Feb 2024 (3y) | Less than 5% | |
| Brian Edward Aukes | Chief Administrative Officer | Feb 2024 (3y) | Less than 5% | |
| Slomin, Robert, Paul | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Jeffrey Scott Schulz | Registered representative | Aug 2022 (4y) | ||
| Ryshard Grzanka | Registered representative | Oct 2022 (4y) | ||
| Michael Robert Weyenberg | Registered representative | Dec 2022 (4y) | ||
| William Bradford Flowers | Registered representative | Jan 2023 (4y) | ||
| Victor Anthony Banks | Registered representative | Aug 2023 (3y) | ||
| Belle Marie Crause | Registered representative | Aug 2023 (3y) | ||
| Emily Katz Cardillo | Registered representative | Sep 2023 (3y) | ||
| Kristi Susanne Irving | Registered representative | Jan 2024 (3y) | ||
| Quentyn Sego | Registered representative | Jan 2024 (3y) | ||
| William Brian Dunker | Registered representative | Jan 2024 (3y) | ||
| Douglas Russell Everett | Registered representative | Feb 2024 (2y) | ||
| Nelson Clifford Baxley | Registered representative | Feb 2024 (2y) | ||
| Jesse Perry Black | Registered representative | Mar 2024 (2y) | ||
| Brandon Michael Bules | Registered representative | Mar 2024 (2y) | ||
| Steven Jay Puckett | Registered representative | Mar 2024 (2y) | ||
| Jacob Crause | Registered representative | Mar 2024 (2y) | ||
| Gina Marie Leguria | Registered representative | Mar 2024 (2y) | ||
| Jonathan Linford | Registered representative | Mar 2024 (2y) | ||
| Paul Allen Kraft | Registered representative | Mar 2024 (2y) | ||
| Joshua Kent Crawford | Registered representative | Mar 2024 (2y) | ||
| Justin M Kennedy | Registered representative | Mar 2024 (2y) | ||
| John Randall Potter | Registered representative | Apr 2024 (2y) | ||
| Cornelius Joseph O'reilly | Registered representative | Apr 2024 (2y) | ||
| Miriam Abraham | Registered representative | Apr 2024 (2y) | ||
| Sanford Michael Fisch | Registered representative | Apr 2024 (2y) | ||
| Stephen Michael Waltar | Registered representative | Apr 2024 (2y) | ||
| James Andrew Miller | Registered representative | Apr 2024 (2y) | ||
| Michael Paul Robinson | Registered representative | Apr 2024 (2y) | ||
| Adam Johnson | Registered representative | Apr 2024 (2y) | ||
| Scott P Schomer | Registered representative | Apr 2024 (2y) | ||
| Layne Virgil Monroe | Registered representative | Apr 2024 (2y) | ||
| Marcus Iyobosa Egiebor | Registered representative | Apr 2024 (2y) | ||
| Ronald Wayne Morrison | Registered representative | Apr 2024 (2y) | ||
| Maritess Tamunday Bott | Registered representative | May 2024 (2y) | ||
| Robert George Armstrong | Registered representative | May 2024 (2y) | ||
| Daniel A De Bruyckere | Registered representative | May 2024 (2y) | ||
| Sean A Ruggiero | Registered representative | May 2024 (2y) | ||
| Benjamin West Hunsaker | Registered representative | Jun 2024 (2y) | ||
| Stephen Anthony Mendel | Registered representative | Jun 2024 (2y) | ||
| Angela Graciela Manzo | Registered representative | Jun 2024 (2y) | ||
| Edward W Lovato | Registered representative | Jun 2024 (2y) | ||
| Andrew Robert Smith | Registered representative | Jul 2024 (2y) | ||
| Eric Ridley | Registered representative | Aug 2024 (2y) | ||
| Spencer Ridley | Registered representative | Aug 2024 (2y) | ||
| Theron M Hall | Registered representative | Aug 2024 (2y) | ||
| Cooper J Kaufman | Registered representative | Sep 2024 (2y) | ||
| Jeffrey Joe Kaufman | Registered representative | CFP | Sep 2024 (2y) | |
| Robert Joseph Steinmetz | Registered representative | Sep 2024 (2y) | ||
| Elizabeth Anne Neyens | Registered representative | Sep 2024 (2y) | ||
| Jason Anthony Kemble | Registered representative | Sep 2024 (2y) | ||
| Ian Matthew Tyler | Registered representative | Sep 2024 (2y) | ||
| Allen Lee Gentry | Registered representative | Sep 2024 (2y) | ||
| Matthew P Jarvis | Registered representative | CFP Chartered Financial Consultant | Sep 2024 (2y) | |
| Rhys Colby Cooper | Registered representative | CFP | Sep 2024 (2y) | |
| Audra Bailey Wilcox | Registered representative | Oct 2024 (2y) | ||
| Christopher Joel Mark | Registered representative | Oct 2024 (2y) | ||
| Jonathan Carter Yeakey | Registered representative | Oct 2024 (2y) | ||
| Michael A Ferrer | Registered representative | Oct 2024 (2y) | ||
| Zachary Hamilton Otey | Registered representative | Oct 2024 (2y) | ||
| Chad Vincent Cassiani | Registered representative | Oct 2024 (2y) | ||
| Melanie Marguerite Lee | Registered representative | Dec 2024 (2y) | ||
| Bridget Hannigan Mackay | Registered representative | Jan 2025 (2y) | ||
| Miranda Marie Pringle Dressler | Registered representative | Jan 2025 (2y) | ||
| Shannon Matthew Dugger | Registered representative | Jan 2025 (2y) | ||
| Robert Wayne Knotts | Registered representative | Feb 2025 (1y) | ||
| Yvonne Michaud Novak | Registered representative | Feb 2025 (1y) | ||
| Michael Aaron Halliday | Registered representative | Feb 2025 (1y) | ||
| Carl Ahrens Price | Registered representative | Feb 2025 (1y) | ||
| David Andrew Weiland | Registered representative | Mar 2025 (1y) | ||
| Isaiah Smith | Registered representative | Mar 2025 (1y) | ||
| Bryan David Purdy | Registered representative | Mar 2025 (1y) | ||
| Glenn Allen Stockton | Registered representative | Mar 2025 (1y) | ||
| Jared Kelly Faircloth | Registered representative | Apr 2025 (1y) | ||
| Barry H Zimmer | Registered representative | Apr 2025 (1y) | ||
| Anastasios George Konstantin | Registered representative | Apr 2025 (1y) | ||
| Ashley Brooke Maldonado | Registered representative | Apr 2025 (1y) | ||
| Sat Jivan Singh Khalsa | Registered representative | Apr 2025 (1y) | ||
| Stephanie A Thompson | Registered representative | Apr 2025 (1y) | ||
| Carrie Masure | Registered representative | Apr 2025 (1y) | ||
| Amy Lazas | Registered representative | May 2025 (1y) | ||
| Brooks Elliot Crandell | Registered representative | May 2025 (1y) | ||
| Adam David Rubin | Registered representative | Jun 2025 (1y) | ||
| Jarod Lee Aholt | Registered representative | Jun 2025 (1y) | ||
| Jesse Robert Schilling | Registered representative | Jun 2025 (1y) | ||
| Alex Pagnotta | Registered representative | Jun 2025 (1y) | ||
| Laura Theresa Curry | Registered representative | Jun 2025 (1y) | ||
| Tab Leroy Kahikiula Artis | Registered representative | Jul 2025 (1y) | ||
| William Jason Arnold Florence | Registered representative | Jul 2025 (1y) | ||
| Garrett David Amirehteshami | Registered representative | Jul 2025 (1y) | ||
| Jon Joseph Gasior | Registered representative | Jul 2025 (1y) | ||
| Sarah C Minobe | Registered representative | Jul 2025 (1y) | ||
| Brian Lee Klitzke | Registered representative | Aug 2025 (1y) | ||
| Jessica Erin Stewart | Registered representative | Aug 2025 (1y) | ||
| Suzanne Stewart | Registered representative | Aug 2025 (1y) | ||
| Jose E Amaya Cisneros | Registered representative | Aug 2025 (1y) | ||
| Lance Aaron Presley | Registered representative | Aug 2025 (1y) | ||
| Nicholas Farley | Registered representative | Sep 2025 (1y) | ||
| Dominic Black | Registered representative | Oct 2025 (1y) | ||
| Robert Soules | Registered representative | Nov 2025 (1y) | ||
| Carl Ahrens Price | Registered representative | Dec 2025 (1y) | ||
| Aaron Niedorf | Registered representative | Dec 2025 (1y) | ||
| Richard Axel Pascual | Registered representative | Jan 2026 (1y) | ||
| John Weaver Bunt | Registered representative | Jan 2026 (1y) | ||
| Samuel Martin Stenson | Registered representative | Jan 2026 (1y) | ||
| Herman D Lantz | Registered representative | Jan 2026 (1y) | ||
| Ethan S Donahue | Registered representative | Feb 2026 (0y) | ||
| Joseph Michael Polychronis | Registered representative | Feb 2026 (0y) | ||
| Sabrina Belle Frank | Registered representative | Apr 2026 (0y) | ||
| Craig Alexander Chandler | Registered representative | Apr 2026 (0y) | ||
| Michelle Renee Stockman | Registered representative | CFP | Apr 2026 (0y) | |
| Sean David Sullivan | Registered representative | May 2026 (0y) | ||
| Scott Terry | Registered representative | Jun 2026 (0y) | ||
| Christopher Randolph Cassidy | Registered representative | Jun 2026 (0y) | ||
| Jason Thornton | Registered representative | Jun 2026 (0y) | ||
| Michael Kennedy Carberry | Registered representative | Jun 2026 (0y) | ||
| Sofia Christine Leguria | Registered representative | Jun 2026 (0y) | ||
| Amanda Kelley Laubscher | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Integrity Wealth, Llc | Member | Jun 2024 | A | 75% or more |
| Integrity, Llc | Indirect Owner | Jul 2020 | B | ≈ 17.8% – 100% via Integrity Marketing Parent, Llc |
| Integrity Marketing Parent, Llc | Indirect Owner | Jul 2020 | B | ≈ 23.73% – 100% via Integrity Marketing Intermediate, Llc |
| Integrity Marketing Intermediate, Llc | Indirect Owner | Jul 2020 | B | ≈ 31.64% – 100% via Integrity Marketing Acquisition, Llc |
| Integrity Marketing Acquisition, Llc | Indirect Owner | Jul 2020 | B | ≈ 42.19% – 100% via Integrity Marketing Partners, Llc |
| Integrity Marketing Partners, Llc | Indirect Owner | Jun 2024 | B | ≈ 56.25% – 100% via Integrity Wealth, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Integrity, Llc: 75% – 100% of Integrity Marketing Parent, Llc × 75% – 100% of Integrity Marketing Intermediate, Llc × 75% – 100% of Integrity Marketing Acquisition, Llc × 75% – 100% of Integrity Marketing Partners, Llc × 75% – 100% of Integrity Wealth, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Integrity Marketing Parent, Llc: 75% – 100% of Integrity Marketing Intermediate, Llc × 75% – 100% of Integrity Marketing Acquisition, Llc × 75% – 100% of Integrity Marketing Partners, Llc × 75% – 100% of Integrity Wealth, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Integrity Marketing Intermediate, Llc: 75% – 100% of Integrity Marketing Acquisition, Llc × 75% – 100% of Integrity Marketing Partners, Llc × 75% – 100% of Integrity Wealth, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Integrity Marketing Acquisition, Llc: 75% – 100% of Integrity Marketing Partners, Llc × 75% – 100% of Integrity Wealth, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Integrity Marketing Partners, Llc: 75% – 100% of Integrity Wealth, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $870M (79% of AUM) Jun 2026
- Fidelity Brokerage Services $183M (17% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗