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
52

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  • United States Of America
    52

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

South America
1

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  • Brazil
    1

Integrity Wealth Management's Leadership

  • Stylized image of a person
    S. K.
    Retired Partner
  • Stylized image of a person
    A. Y.
    Iwm Programs Director
  • Stylized image of a person
    B. B.
    Brand & Business Development Associate
  • Stylized image of a person
    M. S.
    Client Servicing
  • Stylized image of a person
    M. P.
    Contributor
  • Stylized image of a person
    D. R.
    Financial Advisor
  • Stylized image of a person
    G. V.
    Relationship Builder, Marketing Strategist

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
Location
Last Update
  • Stylized image of a person
    S. K.
    Retired Partner
    Jun 04, 2026
  • Stylized image of a person
    A. Y.
    Iwm Programs Director
    Oct 24, 2024
  • Stylized image of a person
    B. B.
    Brand & Business Development Associate
    Jul 08, 2026
  • Stylized image of a person
    M. S.
    Client Servicing
    Aug 02, 2026
  • Stylized image of a person
    M. P.
    Contributor
    Jun 08, 2026
  • Stylized image of a person
    D. R.
    Financial Advisor
    Jun 26, 2026
  • Stylized image of a person
    G. V.
    Relationship Builder, Marketing Strategist
    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; 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 August 2026. These team members are located across 3 continents, including North AmericaEuropeSouth America.

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

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

  • Retired Partner: S. K.
  • Iwm Programs Director: A. Y.
  • Brand & Business Development Associate: B. B.
  • Client Servicing: M. S.
  • Contributor: M. P.

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