Section Integrity Wealth Management

Overview

Section Integrity Wealth Management is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model combines a percentage-of-assets under management with hourly charges, which supports both ongoing advisory relationships and project-based planning work. Investment activity centers on equities delivered through exchange-traded vehicles, with an expressed preference for liquid, listed securities. The firm identifies as an active ESG investor, indicating ESG screens or allocations are integrated into portfolio construction. Section Integrity does not operate as a capital allocator; instead it relies on third-party managers for alternative exposures and uses external mutual funds and ETFs within client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices