$77.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
110 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Voya Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2003
- Office Locations
- 1
Office Locations
6561 Palmer Park Circle Suite C Sarasota FL
About Integrity Wealth Management
Integrity Wealth Management is a Sarasota, FL registered investment adviser serving entrepreneurs and retirees with financial planning, tax and legacy planning, insurance guidance, and portfolio construction. The firm builds primarily equity SMA portfolios with meaningful ETF use, and custodians include Charles Schwab.
Team overview
36 AVG AGE
$19.3M AVG AUM / ADVISOR
$701.8K AVG AUM / CLIENT
7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
23yrs Firm Age
Insights
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Client Personas
Pathway
Custodian
Beacon Beacon prime
Investment Themes
Delta
Investment Vehicles
Momentum
Platform
Element
Services
Bridge unison Horizon Capital Vertex Value oak Bridge Optima eagle Focus legacy
Owner & Executives
SAMUEL LAWRENCE CIONE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4149984
- Ownership
- 75% or more
(246) 287-9414
foundation.signal@valuecapital.com
in linkedin.com/in/wave-ember
Showing 1 of 1 owners & executives
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N
Norman Patrick McEvoy
--
- CRD
- #5678613
(924) 348-5034
delta.pioneer@valuecapital.com
in linkedin.com/in/focus-capital
T
Timothy Adam Perkins
Financial Advisor
- CRD
- #6636694
(668) 881-5809
foundation.optima@oakcapital.com
in linkedin.com/in/summit-quantum
O
Optima meridian
Vector beacon beacon
- CRD
- #46220
(620) 539-2845
north.quantum@ridgecapital.com
in linkedin.com/in/oak-foundation
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $77,203,000 | -- |
| Total | $77,203,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,203,000
Public Funds:
41.4% Equity - Exchange:
37.7% Cash:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,268,042,118 | 41.4% |
| Equity - Exchange | $1,154,714,682 | 37.7% |
| Cash | $640,146,867 | 20.9% |
| Total | $3,062,903,667 | 100.0% |