Integritt Wealth Management, LLC

Integritt Wealth Management, LLC provides discretionary asset management primarily to individual and high‑net‑worth clients as well as trusts and estates, and it also offers non‑continuous, periodic monitoring arrangements for some accounts. Portfolios are built from individual stocks and bonds, mutual funds and exchange‑traded funds, and the firm may at its discretion provide general financial‑planning guidance or a written plan to clients of its asset management service.

The firm frames portfolio construction around Modern Portfolio Theory and generally emphasizes ETF exposure, employing both long‑term and short‑term purchase strategies tailored to each client’s objectives, risk tolerance and time horizon. Accounts are reviewed at least quarterly, with the firm’s managing member conducting reviews and responding to off‑cycle triggers such as market events or client life changes.

Notable distinctions include a single‑advisor ownership structure overseeing roughly $67 million for about 54 clients, resulting in a relatively concentrated client base compared with many peers. The firm routinely requires clients to custody assets at Charles Schwab & Co. and relies on Schwab’s institutional platform and support services—creating an operational dependency that affects custody and trade execution arrangements—and it documents processes for limited‑custody activities such as standing letters of authorization in accordance with SEC guidance.