Integrity Wealth Partners, LLC
Integrity Wealth Partners, LLC is an SEC-registered mass-market adviser in Walnut Creek, CA with $193.9M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Integrity Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167314, SEC 801-77910, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $193.9M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Walnut Creek, CA
- Employees
- 4
- Clients
- 231
- CRD
- 167314
- Ownership
- BROSE, B., RYDER; BAKER, WILLIAM, POND; MITSUTOME, ARTHUR, YASUO
How much AUM does Integrity Wealth Partners, LLC have?
Integrity Wealth Partners, LLC reported $193.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Integrity Wealth Partners, LLC?
Disclosed owners and executives of Integrity Wealth Partners, LLC include BROSE, B., RYDER, BAKER, WILLIAM, POND, MITSUTOME, ARTHUR, YASUO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.