Fee-only adviser · Stuart, FL
Integritt Wealth Management, LLC
Integritt Wealth Management, LLC is a fee-only investment adviser registered with the securities regulators of Florida, North Carolina, New York, with its main office in Stuart, Florida. On its latest Form ADV, filed September 3, 2026, it reports $67M in regulatory assets under management, 54 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, North Carolina, New York |
|---|---|
| Firm CRD number | 171817 · SEC file 801-80423 |
| Office | 50 SE Ocean Blvd. Suite 204 Stuart, FL 34994 |
| Phone | (772) 266-2160 |
| Website | www.integritt.com |
| Regulatory assets under management | $67M ($67M discretionary) |
| Individual clients | 35 non-high-net-worth, 19 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Stuart
- Huffman Financial Services Inc $20M
- Ralicki Wealth Management & Trust Services $129M
- W.h. Financial Services, Inc. Not reported
- Index Portfolio Advisors, LLC $13M
- Spectra Investment Management, LLC $307M
- Fogel Capital Management Inc $437M
See all 9 fee-only advisers in Stuart →
Nearby
- Palm City 2 firms
- Fort Pierce 1 firm
- Jupiter 11 firms
- Palm Beach Gardens 20 firms
- North Palm Beach 4 firms
- Juno Beach 2 firms
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