Single Family OfficeRIA · CRD 171817SEC-Registered

Updated:

Integritt Wealth Management, LLC

Integritt Wealth Management, LLC was founded by John Integritt, who serves as its president and CEO.

Integritt Wealth Management, LLC

Integritt Wealth Management, LLC was founded by John Integritt, who serves as its president and CEO. The firm is structured as a registered investment advisor and operates as a single-family office, though public details about the founding family's wealth origin remain sparse. The firm's name suggests a tight alignment with the Integritt family's personal capital. The firm's investment strategy centers on traditional wealth management services, including financial planning, retirement planning, and asset allocation. Integritt Wealth Management also engages in direct real estate holdings and ownership of private businesses, adding an alternative-income component to its portfolio. Public records indicate positions in commercial and residential real estate, as well as controlling stakes in small to mid-market operating companies, primarily within the southeastern United States. Integritt Wealth Management appears to maintain a small team, likely under two dozen professionals, with no additional offices disclosed. The firm has been registered with the Securities and Exchange Commission since at least 2018, reflecting a regulatory posture consistent with managing substantial assets for a single family. No philanthropic vehicle or adjacent investment club memberships have been publicly identified. The firm's distinct structure as a single-family office operating under an RIA license allows it to access public markets with institutional pricing while retaining the discretion to take concentrated private positions. This hybrid model—part wealth advisor, part family holding company—gives Integritt flexibility not typical of either purely financial or purely operating entities.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

US

City

Corporate office

United States

Principals

John Integritt

President and CEO

Sector focus

Wealth ManagementFinancial PlanningRetirement Planning

Frequently asked questions

Who runs investment decisions at Integritt Wealth Management?

John Integritt serves as President and CEO, and is presumed to make final investment decisions. The firm's small scale and single-family structure suggest he maintains hands-on control over asset allocation and deal sourcing (per public record).

How does Integritt Wealth Management source proprietary deal flow?

The firm appears to source direct investments through personal networks and local relationships within the southeastern US. There is no disclosed institutional sourcing team or partnership with external placement agents (per public record).

Is Integritt Wealth Management structured as a single family office or does it operate more like a wealth manager?

Integritt is registered as an RIA and operates as a single-family office, combining wealth management services for a single family with direct investment positions. It does not market to outside clients or manage third-party capital (per SEC filings).

Does Integritt Wealth Management participate in fund commitments or only direct deals?

The firm's known positions include direct real estate holdings and controlling stakes in private businesses. There is no public evidence of fund commitments to external GPs, though the structure allows for such investments (per public record).

What investment stages does Integritt Wealth Management typically target?

Integritt focuses on long-term direct ownership of real estate and private businesses, consistent with a buy-and-hold approach. No public data indicates a preference for venture-stage or growth-stage investments (per public record).

Which sectors does Integritt Wealth Management explicitly avoid?

No explicit negative screening has been disclosed. The firm's self-reported focus on wealth management and real estate implies limited exposure to early-stage technology, venture capital, or hedge funds (per public record).

What is Integritt Wealth Management's known posture on co-investments alongside external GPs?

No public data exists on co-investment activity. Given its single-family mandate, co-investments would likely be done selectively through personal relationships rather than an institutional program (per public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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