$67.3M Total AUM
$67.0M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2014
- Office Locations
- 1
Office Locations
50 SE Ocean Blvd. Suite 204 Stuart FL
About Integritt Wealth Management, LLC
Integritt Wealth Management is a boutique RIA providing personalized wealth management and written, goal-based financial and investment plans, with emphasis on retirement planning, generational wealth transfer, and charitable giving in coordination with clients’ tax and legal advisors. Clients work directly with the firm’s principal. Portfolios use public funds including ETFs, and Schwab is a key custodian.
Team overview
-- AVG AGE
$67.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Technology
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Owner & Executives
MARC LEON RITTERSPORN
Chief Compliance Officer, Managing Member
- CRD
- #1080468
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,975,177 | $201,613 |
| Non-Discretionary | $303,039 | $125,000 |
| Total | $67,278,216 | $196,970 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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