Integrity Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$111,087,065
Clients
99
Advisors
3
of 3 employees
About
Integrity Wealth Management, LLC is a registered investment adviser managing roughly $111 million in discretionary assets with a small advisory team serving individuals, high-net-worth individuals, trusts, and small businesses. The firm provides comprehensive financial planning (investment, tax, insurance, education, retirement, and estate planning) and discretionary portfolio management tailored to each client’s circumstances.
IWM manages portfolios using asset-allocation models and written investor policy statements that incorporate a client’s age, risk tolerance, time horizon, and financial goals, and it selects securities using both fundamental and technical analysis. Investment strategies may include a wide range of instruments — equities, fixed income, mutual funds and ETFs, alternatives such as real estate and private investments, and option-writing strategies — and the firm documents recommended portfolios and IPS for clients.
Notable operational features include offering financial planning at no additional cost to advisory clients while also providing standalone planning for a separate fee, recommending Fidelity’s custody and trading platform and using its rebalancing tools, and generally not aggregating trades across client accounts. The firm discloses custody limited to fee-deduction authority and standing letters of authorization and does not vote client proxies, leaving proxy voting responsibility with clients.
Client services
Expertise
Fee options
$1 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.90% $1,500,001+: 0.80%
$125 per hour for separate financial planning services
Main office
Loveland OH
Advisors at this office
3
Most active in
California · Illinois · Indiana · Ohio · Texas
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.
Quick links
Advisors at this firm
Laura G
Series 65
Loveland, OH
Integrity Wealth Management, LLC
Laura Gentzkow is a financial advisor at Integrity Wealth Management, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Fifth Third Bank, Munich Re, and PricewaterhouseCoopers. Outside of her advisory role, she is a landlord for a single rental property. Integrity Wealth Management, LLC manages approximately $111 million in discretionary assets, serving individuals, high-net-worth clients, trusts, and small businesses. The firm offers comprehensive financial planning and discretionary portfolio management, using asset-allocation models and investor policy statements tailored to each client’s goals and risk tolerance.
Stephen Z
CFP®, Series 65
Loveland, OH
Integrity Wealth Management, LLC
Stephen Zorko is a CFP® with 22 years of industry experience and has been with Integrity Wealth Management, LLC since 2003. He also provides consulting services for Carpenter Technology Corporation, supporting their Corporate Development function on acquisition-related projects. Integrity Wealth Management offers comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as select institutional clients such as Taft-Hartley plans and charitable institutions. The firm employs asset-allocation models tailored to client goals and uses a range of investment strategies, including option writing and exposure to various asset classes.
Janet Z
Series 65
Loveland, OH
Integrity Wealth Management, LLC
Janet Zorko is a financial advisor at Integrity Wealth Management, LLC with 21 years of industry experience. She holds a Series 65 designation and has worked at Integrity Wealth Management since 2004, as well as at Integrity Realty Management from 2005 to 2018. Integrity Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, and select institutional clients such as Taft-Hartley plans and charitable institutions. The firm employs asset-allocation models tailored to client goals and uses a range of investment strategies including option writing and exposure to various asset classes, managing approximately $105.4 million in discretionary assets.
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