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Form ADV Part 2A & 2B

Registered Investment Advisors (RIA) like IWM are regulated under the U.S. Investment Advisers Act of 1940 by the U.S. Securities and Exchange Commission (SEC).  Small and Mid-Size Investment Advisers, like IWM, are regulated at the state level.  IWM is regulated by the State of Ohio.

Under SEC and state rules, RIA’s like IWM are required to provide clients and prospective clients our Form ADV Parts 2A & 2B, our firms Disclosure Brochure and Brochure Supplements.  This form is essentially a standardized resume for RIA’s and their personnel and is intended to provide all material facts about the RIA’s business.  The documents can be used to evaluate and compare RIA’s.  The current version of IWM’s Form ADV Part 2A & 2B can be accessed via the following link: IWM Form ADV Part 2A & 2B.

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CONTACT US


Integrity Wealth Management, LLC

118 Cedar Woods Drive
Loveland, OH 45140

info@iwmcfp.net
(513) 289-6946

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Disclosure


Integrity Wealth Management, LLC (IWM) is a Registered Investment Advisor (RIA) in the States of Ohio, Indiana and Illinois, supporting clients across the USA. Stephen Zorko and Janet Zorko are Investment Advisor Representatives (IAR’s) offering Investment Advisory services through Integrity Wealth Management, LLC.