Integritt Wealth Management, LLC

RIASEC Registered
Total AUM
$67.3M
Discretionary
$67M
100% of AUM
Avg account
$423K
Accounts
159
Employees
2
Advisory reps
1

Firm details

Headquarters
Stuart, Florida
CRD number
171817
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI68.43%
  • Individuals31.57%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 20%, US Government Bonds 10%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities20%
  • US Government Bonds10%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Marc Rittersporn

    Marc Rittersporn

    Managing MemberCRD 1080468

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth