Integrity Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Integrity Wealth Management reports 100 clients. They include 67 individual clients, 32 high-net-worth individuals and 1 corporate or other business client. Of its assets, 100.0% ($111M across 356 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 20% |
| High-net-worth individuals | 32% | 80% |
| Corporations and other businesses | 1% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 67 | $22.6M | 20.4% | $338K |
| High-net-worth individuals | 32 | $88.5M | 79.6% | $2.76M |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | $0 |
| Total | 100 | $111M | 100% | — |
- Clients
- 67
- Regulatory AUM
- $22.6M
- AUM share
- 20.4%
- Avg. per client
- $338K
- Clients
- 32
- Regulatory AUM
- $88.5M
- AUM share
- 79.6%
- Avg. per client
- $2.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 100
- Regulatory AUM
- $111M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Integrity Wealth Management is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is free to investment advisory clients; for others it is billed at $125 an hour, with an estimate given before engagement and the fee paid on completion.
Stephen Zorko owns 75% or more of Integrity Wealth Management. The leadership team of Integrity Wealth Management includes President Janet Zorko and Chief Compliance Officer Laura Gentzkow. It has 3 employees.
Leadership
- Janet ZorkoVice President
- Laura GentzkowChief Compliance Officer
- Stephen ZorkoManaging Director
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Integrity Wealth Management, LLC
Stephen Zorko
Control person · since December 2003
Besides its headquarters, Integrity Wealth Management has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Integrity Wealth Management, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 513-289-2625
- @integrity-wealth-management-llc
- SEC file
- 801-134862
- Structure
- Ohio LLC
- Fiscal year end
- December
Integrity Wealth Management uses Fidelity ($110M) as custodian for its separately managed accounts. Integrity Wealth Management has custody of $16.7M in client assets for 20 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $110M100%
At year end, Integrity Wealth Management’s separately managed accounts were mostly in funds (77%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds77%
- Registered funds73%
- Pooled vehicles4%
- Cash2%
- Other3%
- Includes private placement funds and precious metals.3%
How many clients does Integrity Wealth Management have?
Integrity Wealth Management has 100 clients and manages $111 million for them, as of June 2026. They include 67 individual clients, 32 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 June 2026
What services does Integrity Wealth Management offer?
Integrity Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Integrity Wealth Management use?
Integrity Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $110M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 June 2026
How many financial advisors does Integrity Wealth Management have?
Integrity Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrity Wealth Management invest in?
At the end of its last fiscal year, Integrity Wealth Management’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 4% pooled vehicles (private funds and similar), 3% other and 2% cash and equivalents. The 3% other category is described as: Includes Private Placement Funds and Precious Metals.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Integrity Wealth Management?
Integrity Wealth Management’s direct owner is Stephen Zorko (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 June 2026
How does Integrity Wealth Management get paid?
Integrity Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Integrity Wealth Management?
Its phone number is 513-289-2625.