Integrity Wealth Management, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 137803
· Sarasota, FL
· WWW.FACEBOOK.COM
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $77.2M
- Discretionary
- $0
- Clients
- 110
- Avg AUM / client
- $702K
- Accounts
- 231
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 99 | $27.5M | 35.6% |
| High net worth individuals | 11 | $49.7M | 64.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samuel Lawrence Cione | Registered representative | Dec 2012 (14y) | ||
| Massimo Filippo Teresi | Registered representative | Feb 2025 (1y) | ||
| Timothy Adam Perkins | Registered representative | Feb 2025 (1y) | ||
| Norman Patrick Mc Evoy | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $77.2M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗