A complete list of active advisors currently associated with Integritt Wealth Management, LLC

Warmer can help you find a great advisor at Integritt Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Integritt Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.