Integritt Wealth Management, LLC

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