Wealth manager, independent
Integrity Investment Advisors
Integrity Investment Advisors, LLC · SEC-registered investment adviser · CRD 154131 · SEC 801-113631
At a glance
Integrity Investment Advisors is an SEC-registered investment adviser based in United States, with $394 million in regulatory assets under management as of its Form ADV filed May 8, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 117 individual clients. By Form ADV it is a wealth manager, ranked 3,536th of 8,915 wealth managers and 8,869th of 17,210 SEC-registered advisers by assets.
integrityia.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $394M
- Rank among wealth managers
- #3,536 of 8,915
- Rank among all SEC RIAs
- #8,869 of 17,210
- Individual clients
- 117
- High-net-worth clients
- 77
- Accounts
- 512
- Discretionary
- 98% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Todd J. MoermanManaging Member and CCO
- Elizabeth O MoermanMember of LLC (administrative Only)
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 77 | $364M | 92% |
| Individuals | 40 | $31M | 8% |
Disciplinary disclosures
Integrity Investment Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗integrityia.com ↗
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The full record on Integrity Investment Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 6,069 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Integrity Investment Advisors manage?
Integrity Investment Advisors reports $394 million in regulatory assets under management across 512 accounts, 98% of it on a discretionary basis, on its Form ADV filed May 8, 2026.
What kind of firm is Integrity Investment Advisors?
Integrity Investment Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Integrity Investment Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($364 million, 77 clients); individuals ($31 million, 40 clients).
Does Integrity Investment Advisors have any disciplinary history?
Integrity Investment Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Integrity Investment Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →