Fee-OnlyFinder

Integritt Wealth Management, LLC

% of assets managed in Stuart, FL

State registeredNo commissions reported

Call (772) 266-2160Send a messageMap ↗

Public-record details

Address
50 Se Ocean Blvd., Suite 204, Stuart, FL 34994
Phone
(772) 266-2160
Listed under
% of assets managed
Legal name
Integritt Investment Management LLC
CRD number
171817
Registration
State registered: FL, NC, NY
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$67.3 million
Accounts managed
159
Clients reported (Form ADV 5.D)
54
Individual / high-net-worth clients
35 / 19
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-03

State registered (FL, NC, NY) investment adviser, CRD 171817, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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