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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Insight peak
- Established Date
- 02-23-2004
- Office Locations
- 1
Office Locations
About Integrity Wealth Management, LLC
Integrity Wealth Management, LLC is an Ohio-based financial planning and investment advisory firm that takes a comprehensive, goal-based approach and uses disciplined portfolio management. The team emphasizes independence in selecting low-cost investments and aligning incentives to reduce conflicts. Portfolios commonly use public funds and ETFs, and the firm custodians with Fidelity/NFS while operating with the support of a large brokerage.
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Owner & Executives
STEPHEN GERARD ZORKO
Investment Advisor Representative, MANAGING DIRECTOR
- CRD
- #4761332
- Ownership
- 75% or more
Laura Zorko Gentzkow Mrs.
Chief Compliance Officer
- CRD
- #7982275
- Ownership
- Less than 5%
Vector north
Peak atlas
- CRD
- #22776
- Ownership
- 15.9%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,087,065 | $312,042 |
| Non-Discretionary | $0 | -- |
| Total | $111,087,065 | $312,042 |
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Separately Managed Accounts
Total SMA Asset: $111,087,065
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $119,382,375 | 33.8% |
| Equity - Exchange | $60,750,794 | 17.2% |
| Private Funds | $76,644,897 | 21.7% |
| Other | $34,260,622 | 9.7% |
| Cash | $62,163,604 | 17.6% |
| Total | $353,202,292 | 100.0% |