


Integrity Wealth Solutions Revenue
Financial Services • Denver, Colorado, United States • 1-10 Employees
Integrity Wealth Solutions revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at Integrity Wealth Solutions
Justina Welch
Principal & Co-Owner
Company overview
| Headquarters | 4725 S Monaco Street, Suite 335, Denver, CO 80237, US |
| Phone number | +13037165777 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Business Planning, Retirement Income Planning, College Education Funding, Insurance Review, Integrated Tax Planning, Estate & Charitable Gift Planning |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Integrity Wealth Solutions Email Formats
Integrity Wealth Solutions uses 1 email format. The most common is {first initial} (e.g., j@integrity-wealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@integrity-wealth.com | 100% |
About Integrity Wealth Solutions
Integrity Wealth Solutions’ vision is to provide clients with comprehensive wealth management in a fair and equitable manner. To us, the word “integrity” means always putting the client first, doing the right thing, and eliminating any conflict of interests. After working in financial advisory industry over the past 20 years, the team at Integrity Wealth Solutions realized that the advisor’s bottom line should not come first; the client’s needs, interests and success should. Thus, Integrity Wealth Solutions was born. We walked away from the traditional practice of charging a fee based on percentage of assets under management. We believe in transparency, and therefore moved into a straightforward and fair annual flat fee tiered compensation structure. As an independent Registered Investment Advisor, registered with U.S. Securities and Exchange Commission, Integrity Wealth Solutions is able to offer the independent, unbiased advice and solutions that our clients deserve. Integrity Wealth Solutions is a privately owned, independent financial planning and wealth management firm. Integrity Wealth Solutions serves as a fiduciary and our business model is not predicated by the sale of proprietary financial products and we are not affiliated with any single company. We attribute the success of our business to the cornerstones upon which we rely: integrity, process, competence and service. We believe that adherence to these four principles will result in long-term relationships with our clients, based on mutual trust and respect.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Integrity Wealth Solutions has never raised funding before.
Integrity Wealth Solutions Tech Stack
Discover the technologies and tools that power Integrity Wealth Solutions's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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