# Integrity Wealth Management

> Integrity Wealth Management is a state-registered investment advisory firm in Sarasota, FL, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 137803
- Filed as: INTEGRITY WEALTH MANAGEMENT
- Legal name: Integrity Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137803
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-wealth-management-sarasota-fl-137803

## Quick answers

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

**Where is Integrity Wealth Management located?**
Integrity Wealth Management's principal office is in Sarasota, FL, according to its Form ADV.

**Is Integrity Wealth Management registered with the SEC or a state?**
Integrity Wealth Management is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 137803.

**How much does Integrity Wealth Management manage?**
Integrity Wealth Management reports $77,203,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**What types of clients does Integrity Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (11).

**Does Integrity Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/137803

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $77,203,000
- Discretionary: $0
- Non-discretionary: $77,203,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $27,454,980 |
| High net worth individuals | 11 | $49,748,020 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iwmfl.com
- retirewellfl.com
- Facebook @IWMFL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Wealth Management (CRD 137803): Form ADV filing data as of October 2026.