About Integrity Financial Corporation
<p>Founded in 2004, Integrity Financial Corporation is a registered investment advisor that works with entrepreneurs, artists, athletes, executives, and global families on long-term financial decisions.</p> <p>Headquartered in Bellevue in the Seattle metro, the firm also has offices in Malibu in the Los Angeles area and Jackson Hole in northwest Wyoming. Its team provides wealth management, business financial planning, and legacy planning, with a focus on coordination across the moving parts of a client’s financial life.</p> <p>Integrity Financial Corporation offers 3(38) investment management services for retirement plans, taking on discretionary responsibility for selecting and monitoring investments. In 2026, the firm reported $0.7B in assets under management.</p> <p>One practical differentiator is its work with clients who have cross-border needs, using partner relationships for global jurisdictional tax and investment guidance.</p> <ul> <li>Registered investment advisor (founded 2004)</li> <li>3(38) fiduciary investment manager services for workplace retirement plans</li> <li>Wealth management, business financial planning, and legacy planning</li> <li>Offices in the Seattle, Los Angeles, and Jackson Hole regions</li> <li>Coordination with partners for global tax and investment matters</li> </ul>
Website: https://integrity.financial/
Founded: 2004
Office Locations
- Bellevue, WA (Headquarters)
- Malibu, CA
- Jackson Hole, WY
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $680.1M