{"url":"https://nivawealth.com/firms/integrity-wealth-management-130422","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/130422","regulatoryAum":111087065,"crd":"130422","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7982275","suffix":"Mrs.","lastName":"Gentzkow","firstName":"Laura","middleName":"Zorko"},{"crd":"4876924","suffix":null,"lastName":"ZORKO","firstName":"JANET","middleName":"SUSANNE"},{"crd":"4761332","suffix":null,"lastName":"ZORKO","firstName":"STEPHEN","middleName":"GERARD"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134862","legalName":"Integrity Wealth Management, LLC","displayName":"Integrity Wealth Management","slug":"integrity-wealth-management-130422","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/integrity-wealth-management-llc","founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"2 December 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1122091.5656565656,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":111087065,"discretionary":111087065,"discretionaryAccounts":356,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Individuals (other than HNW)","clients":67,"regulatoryAum":22622651},{"label":"High-net-worth individuals","clients":32,"regulatoryAum":88464414},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":0}],"feePrograms":[{"role":"other","program":"Financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047409","versionId":1047409,"submittedOn":"2026-06-05","documentName":"IWM FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:04:13.13327+00:00","documents":[{"name":"IWM FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047409","versionId":1047409,"submittedOn":"2026-06-05"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":110262348}],"custodyNote":"Integrity Wealth Management has custody of $16.7M in client assets for 20 clients.","otherCustodians":[],"leadership":[{"name":"Janet Zorko","title":"Vice President","crd":"4876924"},{"name":"Laura Gentzkow","title":"Chief Compliance Officer","crd":"7982275"},{"name":"Stephen Zorko","title":"Managing Director","crd":"4761332"}],"ownership":[{"label":"Stephen Zorko","detail":"Managing director in the 75% or more ownership band and a control person, since December 2003."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"513-289-2625","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":18},{"label":"Securities issued by registered investment companies or business development companies","percent":73},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":4},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":3,"detail":"Includes Private Placement Funds and Precious Metals."}],"privateFunds":0},"sources":{"adv1FilingDate":"5 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/130422/PDF/130422.pdf","brochureDate":"5 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047409","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Integrity Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Integrity Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Integrity Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Integrity Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Integrity Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Integrity Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Integrity Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Integrity Wealth Management?","answer":"Its phone number is 513-289-2625.","source":"Form ADV Part 1A, Item 1.F, filed 5 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}