Integritt Wealth Management, LLC
Firm details
- Headquarters
- Stuart, Florida
- CRD number
- 171817
- Website
- integritt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.43%
- Individuals31.57%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Integritt Wealth Management, LLC is a privately held limited liability company owned by an individual that provides fee-based portfolio management for individuals and small businesses. The firm serves individual and family clients and charges a percentage-of-assets fee. It does not identify as an ESG-focused adviser, is not designated as a multi-state adviser, and does not operate as a capital allocator in an institutional sense. Advisory activity centers on discretionary portfolio management for retail clients rather than pension consulting or related-adviser functions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities20%
- US Government Bonds10%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Marc Rittersporn
Managing MemberCRD 1080468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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