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Integrity Wealth Management, LLC

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Client assets under management

$111,087,065

Clients

99

32% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

33

Low

Average account size

$1,122,092

About

Integrity Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals (including high-net-worth clients), trusts, and small businesses. The firm charges percentage-of-assets advisory fees and documents client objectives and asset-allocation guidelines in written Investment Policy Statements.

IWM manages portfolios using asset-allocation models that consider age, risk tolerance, financial condition, and goals, and it applies both fundamental and technical analysis across long- and short-term strategies. The firm may use option-writing (including uncovered options) and allocates to alternative investments such as real estate, private credit, private equity, and infrastructure; financial planning is provided to advisory clients at no additional charge, with standalone hourly planning available to others.

Compared with many peers of similar size, IWM reports the use of higher-complexity strategies and private-market allocations and does not aggregate trade orders, instead relying on Fidelity’s Wealthscape rebalancing tools and routinely recommending Fidelity as custodian. The firm recently transitioned from state to SEC registration, operates with a small advisory team managing approximately $111 million across roughly 99 client relationships, and leaves proxy voting responsibilities to clients.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Percentage

$1 - $500,000: 1.10% (Equities, Fixed Income and Alternative Investments) $500,001 - $1,000,000: 1.00% (Equities, Fixed Income and Alternative Investments) $1,000,001 - $1,500,000: 0.90% (Equities, Fixed Income and Alternative Investments) $1,500,001+: 0.80% (Equities, Fixed Income and Alternative Investments)

Project-based

$125 per hour for financial planning services separate from investment advisory clients

Main office location

Integrity Wealth Management, LLC

Loveland OH, United States

Number of offices

1

Most active in

California · Illinois · Indiana · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Laura G

Series 65

Loveland, OH

Integrity Wealth Management, LLC

Laura Gentzkow is a financial advisor at Integrity Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. She previously worked at Fifth Third Bank, Munich Re, and PricewaterhouseCoopers. Outside of her advisory role, she is an owner and landlord of a rental property in Cincinnati, Ohio. Integrity Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as select institutional clients such as Taft-Hartley plans and charitable organizations. The firm employs asset-allocation models and a range of investment strategies, including options and alternative assets, supported by a three-advisor team managing over $105 million in discretionary assets.

Options & derivatives strategies Private / alternative investments
user avatar

Stephen Z

CFP®, Series 65

Loveland, OH

Integrity Wealth Management, LLC

Stephen Zorko is a CFP® with 22 years of industry experience and has been with Integrity Wealth Management, LLC since 2003. He also provides consulting services for Carpenter Technology Corporation, supporting their Corporate Development function on acquisition-related projects. Integrity Wealth Management offers comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as select institutional clients such as Taft-Hartley plans and charitable institutions. The firm employs asset-allocation models tailored to client goals and uses a range of investment strategies, including option writing and exposure to various asset classes.

Options & derivatives strategies Private / alternative investments
user avatar

Janet Z

Series 65

Loveland, OH

Integrity Wealth Management, LLC

Janet Zorko is a financial advisor at Integrity Wealth Management, LLC with 21 years of industry experience. She holds a Series 65 designation and has worked at Integrity Wealth Management since 2004, as well as at Integrity Realty Management from 2005 to 2018. Integrity Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, and select institutional clients such as Taft-Hartley plans and charitable institutions. The firm employs asset-allocation models tailored to client goals and uses a range of investment strategies including option writing and exposure to various asset classes, managing approximately $105.4 million in discretionary assets.

Options & derivatives strategies Private / alternative investments
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