INTEGRITT WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$67.3M
Discretionary
$67M
100% of AUM
Avg account
$423K
Accounts
159
Employees
2
Advisory reps
1

Firm details

Headquarters
STUART, Florida
CRD number
171817
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI68.43%
  • Individuals31.57%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Public Funds/Mutual Funds 8%, US Government Bonds 6%, Cash & Cash Equivalents 2%84%
  • Exchange Traded Equities84%
  • Public Funds/Mutual Funds8%
  • US Government Bonds6%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • MARC RITTERSPORN

    Managing MemberCRD 1080468

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth