Independent fiduciary As a privately owned independent RIA registered with the SEC and not tied to proprietary products, Integrity Wealth Solutions can be positioned to offer unbiased wealth management solutions to potential mid-market clients seeking transparent fee structures and fiduciary assurance.

Flat fee model The firm uses a straightforward annual flat fee tiered compensation structure, which can be leveraged in outreach to clients fatigued by percentage-based trading or AUM fees and seeking predictable, transparent budgeting for advisory services.

Growth opportunities Revenue is currently in the 1M–10M range with a small team, suggesting a target for expandability through technology-enabled services, complementary offerings, or strategic partnerships to scale client acquisition and service capacity.

Recent asset stakes Recent investments in Dimensional Emerging Core and Accenture indicate a willingness to engage in diversified asset exposure; this can be used to frame collaborative opportunities for institutional or high-net-worth clients seeking diverse investment mandates.

Technology stack A lean tech stack including WordPress, Shopify, Microsoft 365, Cloudflare, and media tools signals potential for scalable digital onboarding and client portal enhancements to improve engagement, marketing reach, and operational efficiency.