Overview
Assets Under Management: $194 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 42
Average Client Assets: $3.1 million
Frequently Asked Questions
INTEGRITY WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167314), INTEGRITY WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
INTEGRITY WEALTH PARTNERS, LLC is headquartered in WALNUT CREEK, CA.
INTEGRITY WEALTH PARTNERS, LLC serves 42 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, INTEGRITY WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
INTEGRITY WEALTH PARTNERS, LLC manages $194 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, INTEGRITY WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.77%
Average Client Assets: $3.1 million
Total Client Accounts: 547
Discretionary Accounts: 547
Regulatory Filings
CRD Number: 167314
Filing ID: 2063947
Last Filing Date: 2026-03-27 12:32:13