AUMdb

Integrity Wealth Solutions Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 284862 · SEC file 801-119760 · Denver, CO · www.linkedin.com
☆ Save with Pro ADV data as of Mar 09, 2026
Regulatory AUM
$369M
Discretionary
$369M
Clients
190
Avg AUM / client
$1.9M
Accounts
730
Employees
2

AUM over time

$126M $369M
Oct 8, 2020 Mar 9, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026

Investments (13F portfolio — 130 positions, $254,547,995)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Vanguard Tax Managed Fds VAN FTSE DEV MKT $15,586,608 243,237 6.12% 4.22%
2 Vanguard Index Fds GROWTH ETF $13,112,427 30,020 5.15% 3.55%
3 Vanguard Index Fds VALUE ETF $12,527,877 63,853 4.92% 3.4%
4 American Centy Etf Tr US SML CP VALU $9,284,063 84,041 3.65% 2.52%
5 Invesco Exch Traded Fd Tr Ii NASDAQ 100 ETF $9,036,885 38,031 3.55% 2.45%
6 Pgim Etf Tr TOTAL RETURN BON $8,848,137 213,157 3.48% 2.4%
7 World Gold Tr SPDR GLD MINIS $8,080,992 87,183 3.17% 2.19%
8 Spdr Series Trust STATE STREET SPD $7,577,049 78,421 2.98% 2.05%
9 Vanguard Malvern Fds CORE-PLUS BD ETF $6,340,715 81,722 2.49% 1.72%
10 Dimensional Etf Trust EMGR CRE EQT MNG $6,158,573 181,883 2.42% 1.67%
11 Dimensional Etf Trust US CORE EQUITY 2 $5,851,862 150,588 2.3% 1.59%
12 Vanguard Star Fds VG TL INTL STK F $5,762,193 74,727 2.26% 1.56%
13 Spdr Index Shs Fds STATE STREET SPD $5,289,451 115,870 2.08% 1.43%
14 American Centy Etf Tr US EQT ETF $5,120,245 46,054 2.01% 1.39%
15 Spdr Series Trust STATE STREET SPD $5,059,602 192,380 1.99% 1.37%
16 Dimensional Etf Trust US REAL ESTATE E $4,948,174 209,225 1.94% 1.34%
17 Dimensional Etf Trust INTL SMALL CAP E $4,848,578 144,003 1.9% 1.31%
18 Apple Inc COM $4,529,257 17,846 1.78% 1.23%
19 Spdr Series Trust STATE STREET SPD $4,268,198 24,867 1.68% 1.16%
20 Vanguard Whitehall Fds HIGH DIV YLD $4,121,705 27,831 1.62% 1.12%
21 Vanguard Index Fds SM CP VAL ETF $3,761,906 17,316 1.48% 1.02%
22 Spdr Index Shs Fds STATE STREET SPD $3,569,822 76,099 1.4% 0.97%
23 American Centy Etf Tr INTL EQT ETF $3,557,100 41,927 1.4% 0.96%
24 Pimco Etf Tr ENHAN SHRT MA AC $3,407,435 33,881 1.34% 0.92%
25 Vanguard Index Fds S&P 500 ETF SHS $3,243,213 5,428 1.27% 0.88%

Top 25 of 130 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 115 $56.0M 15.2%
High net worth individuals 71 $312M 84.5%
Charitable organizations 3 $1.1M 0.3%
Corporations and other businesses 1 $223K 0.06%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Clint Paul Thomas Managing Member CFP Jul 2016 (10y) 50% – 75%
Justina Renee Welch Managing Member/Chief Compliance Officer CFP Jul 2016 (10y) 50% – 75%

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)

FormPeriodSize
Form ADV (full filing) 03/09/2026 897 KB 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
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Pension consulting services

Custody

Reported custodians

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: Mar 09, 2026.

View current Form ADV (SEC/IAPD) ↗