Fee-only adviser · Lisle, IL
Integrity Wealth Management, LLC
Integrity Wealth Management, LLC is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Lisle, Illinois. On its latest Form ADV, filed March 16, 2026, it reports $5.5M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois |
|---|---|
| Firm CRD number | 164473 |
| Office | 3333 Warrenville RD., Ste. 200 Lisle, IL 60532 |
| Phone | (630) 578-5858 |
| Website | www.cabinkim.com |
| Regulatory assets under management | $5.5M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lisle
- Sebold Capital Management, Inc $364M
- Guardian Rock Wealth Investment Management, Inc. $47M
- Momentum Fintech LLC $7.3M
See all 4 fee-only advisers in Lisle →
Nearby
- Downers Grove 10 firms
- Woodridge 1 firm
- Wheaton 4 firms
- Glen Ellyn 3 firms
- Warrenville 2 firms
- Naperville 16 firms
- Lombard 2 firms
- Oak Brook 8 firms
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