INTEGRITT WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- STUART, Florida
- CRD number
- 171817
- Website
- integritt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.43%
- Individuals31.57%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Integritt Wealth Management, LLC is an individual-owned registered investment adviser operating as a limited liability company that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its investment activity on publicly traded equities, using exchange-traded instruments as the primary building blocks of client portfolios. Integritt is not positioned as an ESG-focused manager and does not act as a pension consultant or related adviser; its client base is composed largely of individual and family investors. Portfolios appear to be run with a high degree of discretion given the near-totality of AUM classified as discretionary.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds8%
- US Government Bonds6%
- Cash & Cash Equivalents2%
Contacts
1 of 1MARC RITTERSPORN
Managing MemberCRD 1080468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STUART, FL
MARTIN
Location
STUART, FL
Headquartered in STUART, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MARTIN
- Address
- 50 SE Ocean Blvd
- Time zone
- ET (UTC-5)
- Office locations
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