Principal Owner Brian S. Simpson, born in 1966, is the President and sole owner of Integrity Wealth Management, Inc. Mr. Simpson incorporated Integrity Wealth Management, Inc. (“Advisor”) in May, 2009. (Throughout the remainder of this brochure, we may refer to Advisor as “we”, “our”, "our firm" or "the firm"). Individual Customized Portfolios Through our Investment Advisor Representatives (“Representatives”) we provide personalized confi- dential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. This includes money manage- ment services, custom designed to each client's specific goals, objectives and risk tolerance. Advice is provided through consultation with the client and may include: determination of financial objec- tives, identification of financial problems, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Our firm is strictly a fee-only financial planning and investment management firm. The firm does not sell annuities, insurance, limited part- nerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder's fees are accepted. Our firm does not act as a custodian of client assets. The client always maintains asset control. We place trades for clients under a limited power of attorney. Asset Management Assets are invested primarily in no-load mutual funds, exchange-traded funds (“ETF”), and individual stocks and bonds with Charles Schwab & Company or Fidelity Investments (collectively referred to as (“Custodian”) on a discretionary or non-discretionary basis. However, other investments available through Custodian may be utilized for your portfolio. ETF and fund companies charge each fund shareholder an investment management fee that is disclosed in the fund prospectus. The Custodians charge separate transaction fees for mutual funds, exchange traded funds, stocks and bonds. Our firm does not receive any compensation, in any form, from fund companies. Financial Planning We normally offer financial planning services as part of our asset management services for no addi- tional fee. Financial planning typically involves providing a variety of advisory services to clients re- garding the management of their financial resources based upon an analysis of their individual needs. These services can range from broad, comprehensive, financial planning to consultative or single subject planning. Financial plans are based on your financial situation at the time we present the plan to you, and on the financial information you provide to us. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. If you elect to engage our firm for financial planning-only services, you will be charged based on our hourly rate or a flat fee and will be under no obligation to act on our financial planning recommenda- tions. Should you choose to act on any of our recommendations, you are not obligated to implement the financial plan through any of our other investment advisory services. Moreover, you may act on our recommendations by placing securities transactions with any brokerage firm. Retirement Plan Discretionary Investment Management Services: These services are designed to allow the Plan fiduciary to delegate responsibility for managing, ac- quiring and disposing of Plan assets that meet ERISA requirements. We will perform these invest- ment management services and will charge a fee as described in this Form ADV and the Retirement Agreement. We will perform these services to the Plan as a fiduciary defined under ERISA Section 3 (21) and will act with the degree of diligence, care and skill that a prudent person rendering similar services would exercise under similar circumstances. We also may provide investment management services with discretionary authority or control over assets of the Plan. These services are typically referred to as 3(38) investment services. Specifically, the Sponsor may determine that we should perform the following services: 1. Preparation and Delivery of the Plan’s Investment Policy Statement (“IPS”): We will review with the Sponsor the investment objectives, risk tolerance and goals of the Plan. We will pre- pare and deliver an IPS to the Sponsor that aligns with the objectives and goals

previously identified by the Sponsor. 2. Selection and Monitoring of the Plan’s Investment Options (“PIO”): Once the IPS is approved by the Sponsor, we will review the investment options available to the Plan and will select the PIO. As to be offered to Plan participants that meet the criteria set forth in the IPS. On an ongoing basis, we will monitor and evaluate the PIO to be offered to the Plan participants and replace PIO, when necessary, to meet the criteria of the Plan’s IPS. 3. Qualified Default Investment Alternative(s) (“QDIAs”) Management: We will develop model portfolios using a prudent process for each Plan if QDIAs are required. Retirement Plan Non-Discretionary Investment Advisory Services These services are designed to allow the Sponsor to retain full discretionary authority or control over assets of the Plan with us making investment recommendations to the Sponsor. We will perform these nondiscretionary investment advisory services and may charge a fee for the Services, as de- scribed in the Advisory Agreement. We will perform these investment advisory services to the Plan as a fiduciary defined under ERISA Section 3(21) and will act with the degree of diligence, care and skill that a prudent person rendering similar services would exercise under similar circumstances. Specifically, the Sponsor may engage us to perform one or more of the following non-discretionary investment advisory services: 1. Recommendations to Establish or Revise the Plan’s IPS: We will review with the Sponsor the investment objectives, risk tolerance and goals of the Plan. If the Plan does not have an IPS, we will recommend investment polices to assist the Sponsor to establish an appropriate IPS. If the Plan has an existing IPS, we will review it for consistency with the Plan’s objectives. 2. Recommendations to Select and Monitor the Plan Investment Options (“PIO”): Based on the Plan’s IPS or other guidelines we will review the PIO available to the Plan and will make rec- ommendations to assist the Sponsor to select the PIO offered. Once the Sponsor selects the PIO we will, on a periodic basis and/or upon reasonable request, provide reports, information and recommendations to assist the Sponsor in monitoring the PIOs. If the IPS criteria require a PIO to be removed, we will provide information, analysis and recommendations to the Sponsor to help evaluate replacing the same. Retirement Plan Additional Services While we cannot direct the Plan participant’s investments we may assist Plan participants in evaluat- ing retirement goals and provide valuable information to help maximize the benefits of the Plan par- ticipant’s retirement Plan. The scope of the employee retirement Planning will include only that which is considered to be investment education under the DOL’s Interpretive Bulletin 96-1. If we are providing Retirement Plan Services to the Plan we may, when requested by a Plan partici- pant or beneficiary, arrange to provide services to that participant or beneficiary through a separate agreement that excludes any investment advice on Plan assets (but may consider the participant’s or beneficiary’s interest in the Plan in providing that service). If a former Plan participant or beneficiary desires to affect an IRA Rollover, we will obtain positive written consent from the former Plan partici- pant. Any decision to affect the rollover or about what to do with the rollover assets remain that of the participant or beneficiary alone. Selection of Other Advisers As part of our investment advisory services, we may recommend that you use the services of a third party money manager or sub-advisor ("Manager”) to manage all, or a portion of, your investment portfolio. After gathering information about your financial situation and objectives, we may recom- mend that you engage a specific Manager or investment program. Factors that we take into consid- eration when making our recommendations include, but are not limited to, the following: the Man- ager's performance, methods of analysis, fees, your financial needs, investment goals, risk toler- ance, and investment objectives. The Manager(s) will actively manage your portfolio and will assume discretionary investment authority over your account. Wrap Fee Program(s) We do not currently manage or sponsor wrap fee programs. As of December 31, 2023, we managed $ 116,928,445 in assets, which includes $ 80,662,339 on a discretionary basis and $ 36,266,106,on a non-discretionary basis.