Integrity Wealth Management
Financial Services • 
Sarasota, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 6561 Palmer Park Circle, Sarasota, Florida 34238, US |
| Phone number | +19419552700 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Retirement Planning |
| Employees | 11-20 |
| Socials |
Key Contacts at Integrity Wealth Management
Lisa Shannon-Breslin
Director Of Operations
Samuel Cione
Founder
Integrity Wealth Management Email Formats
Integrity Wealth Management uses 3 email formats. The most common is {first initial} (e.g., j@iwmfl.com), used 40% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@iwmfl.com | 60% |
{first name} | john@iwmfl.com | 40% |
About Integrity Wealth Management
Based in Sarasota, Florida, Integrity Wealth Management, Inc. (IWM) is a registered independent advisory firm dedicated to helping those at or near retirement create solutions for attaining their lifestyle and income needs. We create personalized plans for each of our clients and develop long-lasting relationships with the individuals and families we serve. IWM specializes in long-term, low-risk investments, wealth preservation, tax-efficient plans for distributions, life insurance and annuities. We have also created strategic partnerships with area accountants and attorneys to ensure comprehensive service is readily available when preparing for your future. We are committed to upholding the values of integrity, honesty, competency and stewardship while treating you with the respect and kindness you deserve.
Integrity Wealth Management revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Integrity Wealth Management has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Integrity Wealth Management has never raised funding before.
Integrity Wealth Management Tech Stack
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Frequently asked questions
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