Integrity Wealth Partners, LLC
● SEC registered since 2013CRD 167314SEC# 801-77910Walnut Creek, CA
Reg. AUM
$193.9M
Employees
4
Accounts
547
Location
Walnut Creek, CA
Integrity Wealth Partners, LLC assets under management
Integrity Wealth Partners, LLC operates as an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2013. It reports $193.9 million in regulatory assets under management and employs 4 people.
Integrity Wealth Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| B. Ryder Brose Control | Chief Compliance Officer/Managing Member | Over 75% | 2013 |
Frequently asked questions
How much does Integrity Wealth Partners, LLC manage?
Integrity Wealth Partners, LLC reports $193.9 million in regulatory assets under management on its Form ADV.
How many employees does Integrity Wealth Partners, LLC have?
Integrity Wealth Partners, LLC reports 4 employees.
Where is Integrity Wealth Partners, LLC located?
Integrity Wealth Partners, LLC is based in Walnut Creek, CA and has been SEC-registered since 2013.
Does Integrity Wealth Partners, LLC disclose fund performance?
Integrity Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA 94596 |
| Phone | 925-300-3222 |
| Fax | 925-300-3211 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2121884 |
| Discloses disciplinary history | No |
Regulatory AUM
$193.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$193.9Mregulatory AUM
Discretionary $193.9M