Integritt Wealth Management, LLC

Integritt Wealth Management, LLC, based in Stuart, FL, has been providing investment advisory services since 2014. The firm, solely owned by Marc Rittersporn, offers discretionary asset management services tailored to individual needs, including portfolio creation and periodic reviews. Clients may grant discretionary authority for investment decisions, allowing the firm to implement strategies without prior consent. Additionally, the firm offers pension and profit sharing consulting services, assisting with retirement plan establishment and monitoring. Integritt also provides referrals to third-party money managers, conducting due diligence and ongoing reviews. The fee structure for asset management services is based on a percentage of assets under management, with fees billed quarterly. The firm does not participate in performance-based fees or side-by-side management. Investment strategies include long-term and short-term purchases, margin transactions, and option writing. Integritt Wealth Management emphasizes client privacy and compliance with regulatory standards, with a focus on safeguarding client assets and maintaining transparency in fee structures and financial information. Clients are encouraged to review the firm's privacy policy and consult with the Chief Compliance Officer for any inquiries.