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INTEGRITY ADVISORY SOLUTIONS, LLC

UUID32c8f6b3-5bda-54b5-91c3-5060241eff27
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:24:37

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 288817 288817 1.0
sec_file_number 801-123090 801-123090

Profile

Websitehttps://integritywealthsolutions.com/
HQ CityDALLAS
HQ StateTX
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • INTEGRITY ADVISORY SOLUTIONS adv_part1

ADV Metrics

Assets & Accounts

  • RAUM (total)512,263,824.0
  • RAUM (discretionary)512,263,824.0
  • Actionable assets125,773,266.0
  • Accounts2,709.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM4,498,383.0
  • HNW AUM108,188,615.0

As of 2025-04-24 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
AUKES, BRIAN, EDWARD PRESIDENT OFFICER
{"filing_id": "2013630", "owner_id": "2712193", "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY MARKETING ACQUISITION, LLC INDIRECT OWNER OFFICER
{"filing_id": "2013630", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY MARKETING INTERMEDIATE, LLC INDIRECT OWNER OFFICER
{"filing_id": "2013630", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY MARKETING PARENT, LLC INDIRECT OWNER OFFICER
{"filing_id": "2013630", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY MARKETING PARTNERS, LLC INDIRECT OWNER OFFICER
{"filing_id": "2013630", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY WEALTH, LLC MEMBER OFFICER
{"filing_id": "2013630", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
INTEGRITY, LLC INDIRECT OWNER OFFICER
{"filing_id": "2013630", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MUJDZIC, BELMA OPERATIONS DIRECTOR OFFICER
{"filing_id": "2013630", "owner_id": "4629710", "source": "adv_part1", "table": "Schedule_A_B"}
OSBY, ANDREW, ALLEN CHIEF INVESTMENT OFFICER OFFICER
{"filing_id": "2013630", "owner_id": "4202621", "source": "adv_part1", "table": "Schedule_A_B"}
PERNO, JESSICA, LYN CHIEF COMPLIANCE OFFICER OFFICER
{"filing_id": "2013630", "owner_id": "5011241", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

adv_part1