Integrity Wealth Llc
- Regulatory AUM
- $305M
- Discretionary
- $283M
- Clients
- 245
- Avg AUM / client
- $1.2M
- Accounts
- 831
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 125 | $44.0M | 14.4% |
| High net worth individuals | 120 | $238M | 78.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $21.4M | 7.01% |
| Charitable organizations | Fewer than 5 clients | $576K | 0.19% |
| Corporations and other businesses | Fewer than 5 clients | $653K | 0.21% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jesse Carl Coffee | Principal | CFP | Jul 2018 (8y) | ≈ 18.75% – 50% via Wealth Planner Inc. |
| Scott Everett Sanders | Owner | CFP | Jul 2018 (8y) | ≈ 37.5% – 75% via Sme, Inc. |
| Matthew James Mathiesen | Registered representative | CFP | Jul 2024 (2y) | |
| Teresa Lynn Hughes | Registered representative | Jan 2025 (2y) | ||
| Charles Richard Blozinski | Registered representative | CFP | Feb 2026 (1y) | |
| Jennifer Sue Paterson | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sme, Inc. | Managing Member | Apr 2024 | A | 50% – 75% |
| Wealth Planner Inc. | Managing Member | Apr 2024 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jesse Carl Coffee: 75% – 100% of Wealth Planner Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Scott Everett Sanders: 75% – 100% of Sme, Inc. × 50% – 75% direct ≈ 37.5% – 75% 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) | 06/30/2026 | 960 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $283M (93% 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: Aug 07, 2026.
View current Form ADV (SEC/IAPD) ↗