Integritt Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management to individuals, high‑net‑worth clients, and entities such as trusts, estates, and charitable organizations, managing roughly $67 million in client assets across about 54 accounts. Services focus on tailored portfolios made up of individual stocks and bonds, mutual funds and ETFs, and include both discretionary management and periodic non‑continuous monitoring arrangements.
Investment advice is guided by Modern Portfolio Theory and a preference for ETF‑based allocations, with strategies that can include long‑term and short‑term purchases and at least quarterly portfolio reviews and rebalancing. Clients typically grant the firm discretionary trading authority, though clients may impose reasonable investment restrictions and the firm may provide complimentary financial planning or a written plan in select cases.
Distinctive operational features include a routine requirement that clients direct brokerage and custody to a recommended custodian (Charles Schwab) and use of Schwab’s institutional platform and related services, which the firm discloses may create conflicts of interest. The firm also uses standing letters of authorization that can create limited custody under SEC no‑action guidance, and its asset base implies a relatively high average account size for a solo adviser, consistent with a concentration of higher‑net‑worth relationships.
Client services
Expertise
Fee options
Minimum fee: $200 minimum fee to open and maintain an advisory account, may be waived at firm's discretion
Main office
50 SE Ocean Blvd., Suite 204
Stuart FL 34994
Advisors at this office
1
Most active in
Florida · New York · North Carolina
Also doing business as
Integritt Investment Management · Integritt Investment Management LLC · Integritt Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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