Integrity Wealth Partners, LLC (Walnut Creek)

Name: Integrity Wealth Partners, LLC
Address: 1320 Mt. Diablo Blvd., Walnut Creek, CA, 94596
Telephone: 925-300-3222

Integrity Wealth Partners, LLC is a large advisory firm based in Walnut Creek. It manages $147.04 million of regulatory assets for 412 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California, Louisiana, Nevada, and 3 other states.

Integrity Wealth Partners provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Integrity Wealth Partners: assets under management

The assets under management (AUM) of Integrity Wealth Partners, LLC is $147.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $147.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $356.89 thousand each.

Integrity Wealth Partners has custody of $95.51 million in cash and securities for 139 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 49% of the total AUM. The second-largest asset type is exchange traded securities, which make up 39% of the firm’s portfolio. Investments in cash and cash equivalents form 7% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integrity Wealth Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Integrity Wealth Partners serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Integrity Wealth Partners is high net worth individuals with 32 clients and $86.52 million of assets under management. Among the 13 most similar advisory firms, Integrity Wealth Partners has the 5th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $147.04 million for 412 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Integrity Wealth Partners doesn't advise any private funds.

Careers at Integrity Wealth Partners, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
B. Ryder Brose	Chief compliance officer/managing member	1 Apr 2013	75% - 100%	5517793

Based in Walnut Creek

The principal office where Integrity Wealth Partners, LLC performs its advisory services is located at 1320 Mt. Diablo Blvd., Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-300-3222 or by fax 925-300-3211. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at facebook.com/investwithintegrity/.