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INTEGRITY WEALTH MANAGEMENT
INTEGRITY WEALTH MANAGEMENT, INC.
CRD 137803
6561 PALMER PARK CIRCLE, SUITE C, SARASOTA, FL, 34238-3056, United States
Phone
941-955-2700
Fax
941-955-2701
Registration
— (—)
Source
State registered
Total AUM
$77.2M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $27.5M |
| High net worth individuals | 11 | $49.7M |
All web addresses on file
Official SEC filing: View on IAPD