# Integrity Wealth Management, LLC

> Integrity Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 130422
- Filed as: INTEGRITY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130422
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-wealth-management-llc-130422

## Quick answers

**How is Integrity Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrity Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Integrity Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated June 5, 2026 states: Hourly rate: $125 an hour (financial planning as a separate service to clients that are not investment…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Integrity Wealth Management, LLC registered with the SEC or a state?**
Integrity Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 130422.

**How much does Integrity Wealth Management, LLC manage?**
Integrity Wealth Management, LLC reports $111,087,065 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (100% discretionary).

**What types of clients does Integrity Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (32); corporations or other businesses not listed above (1).

**Which custodians does Integrity Wealth Management, LLC use?**
Integrity Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Integrity Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130422

**Does Integrity Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 5, 2026 says: "IWM does not have a minimum portfolio size requirement." "IWM does not require account minimums."

**What changed in Integrity Wealth Management, LLC's recent Form ADV filings?**
In the February 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated June 5, 2026)

- Account minimum: None

> IWM does not have a minimum portfolio size requirement.

> IWM does not require account minimums.

- Hourly rate: $125 an hour (financial planning as a separate service to clients that are not investment…)

> Our financial planning fee is $125 per hour and the time requirement depends on plan complexity.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $111,087,065
- Discretionary: $111,087,065
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $22,622,651 |
| High net worth individuals | 32 | $88,464,414 |
| Corporations or other businesses not listed above | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, IN, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iwmcfp.net
- Facebook @Integrity-Wealth-Management
- Instagram @integritywealthmgmt
- LinkedIn @integrity-wealth-management-llc
- X @SteveZorko

## Changes in the filing (last 12 months)

### February 2026
- Registered or notice-filed in TX.

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Wealth Management, LLC (CRD 130422): Form ADV filing data as of October 2026.