Integrity Wealth Management logo

Integrity Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Based in Sarasota, Florida, Integrity Wealth Management, Inc. (IWM) operates as a small to mid-sized, independent advisory firm serving individuals who are nearing or living in retirement. The firm emphasizes personalized planning and aims to foster long-term relationships with the people and families it serves. Its investment approach centers on long-term, low-risk strategies, wealth preservation, and tax-efficient distributions.

To provide comprehensive service, IWM has formed strategic partnerships with local accountants and attorneys. The firm also offers planning for life insurance and annuities as part of its retirement-income and risk-management framework. Its operations are guided by the core values of integrity, honesty, competency, and stewardship.

Find Integrity Wealth Management employees' phone numbers or email addresses

Integrity Wealth Management Global Highlights

Location
Employees

North America
47

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  • United States Of America
    47

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    3

Integrity Wealth Management's Leadership

  • Stylized image of a person
    M. S.
    Vice President And Director Of Business Development
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  • Stylized image of a person
    K. B.
    President
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  • Stylized image of a person
    S. C.
    President
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  • Stylized image of a person
    S. K.
    Retired Partner
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  • Stylized image of a person
    J. R. D.
    Owner-President And Sometimes Janitor
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  • Stylized image of a person
    F. B.
    Owner
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  • Stylized image of a person
    T. K.
    Managing Partner
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  • Stylized image of a person
    A. Y.
    Iwm Programs Director
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Integrity Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Operations
  • Accounting
  • Other

Contact profiles from Integrity Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. K.
    Retired Partner
    Phone icon
    Jun 04, 2026
  • Stylized image of a person
    J. R. D.
    Owner-President And Sometimes Janitor
    Phone icon
    United StatesOregon
    Jun 25, 2026
  • Stylized image of a person
    K. B.
    President
    Phone icon
    United StatesGeorgia
    Nov 10, 2025
  • Stylized image of a person
    S. C.
    President
    Phone icon
    United StatesFlorida
    Jun 04, 2026
  • Stylized image of a person
    F. B.
    Owner
    Phone icon
    United StatesWisconsin
    Oct 18, 2024
  • Stylized image of a person
    T. K.
    Managing Partner
    Phone icon
    United StatesWisconsin
    Apr 25, 2025
  • Stylized image of a person
    M. S.
    Vice President And Director Of Business Development
    Phone icon
    United StatesGeorgia
    May 04, 2024
  • Stylized image of a person
    A. Y.
    Iwm Programs Director
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    L. S.
    Director Of Operations
    Phone icon
    United StatesPennsylvania
    Mar 25, 2026
  • Stylized image of a person
    B. H.
    Client Services Manager
    Phone icon
    United StatesGeorgia
    Jun 04, 2026

Frequently Asked Questions

What is Integrity Wealth Management known for?

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Integrity Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 6561 Palmer Park Circle Sarasota, Florida 34238 United States; you can contact the main corporate office by phone at . Explore Integrity Wealth Management's company overview page for more information.

What is Integrity Wealth Management's most common email format?

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Integrity Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Integrity Wealth Management email formats with LeadIQ.

How many employees does Integrity Wealth Management have currently?

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Integrity Wealth Management has approximately 19 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Integrity Wealth Management's key employees and leadership?

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As of June 2026, Integrity Wealth Management's key employees include:

  • Vice President And Director Of Business Development: M. S.
  • President: K. B.
  • President: S. C.
  • Retired Partner: S. K.
  • Owner-President And Sometimes Janitor: J. R. D.

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