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  1. Companies/
  2. Integrity Wealth Management, Inc.

Filings through Oct 24, 2026.

Integrity Wealth Management, Inc.

EIN 20-5274024-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.3M assets
Health & Benefits
0
Participants
13
20975 SWENSON DRIVE, SUITE 225 - WAUKESHA, WI 53186262-754-6777
Plans on this EIN
1 filing
#001401(k)-$2.3M - 13 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

INTEGRITY 401(K) PROFIT SHARING PLAN

401(k)

Assets$2.3M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INTEGRITY 401(K) PROFIT SHARING PLAN401(k)$2.3M132025
  • INTEGRITY 401(K) PROFIT SHARING PLAN$2.3M
    #001 · 401(k) · 202513
Retirement plans
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