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Integrity Wealth Partners, LLC

● SEC registered since 2013CRD 167314SEC# 801-77910Walnut Creek, CA
Export (members)
Reg. AUM
$171.1M
Employees
2
Accounts
536
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 $171.1 million in regulatory assets under management and employs 2 people.
www.facebook.com/investwithintegrityView on SEC.gov ↗

Integrity Wealth Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
B. Ryder Brose ControlChief Compliance Officer/Managing MemberOver 75%2013

Frequently asked questions

How much does Integrity Wealth Partners, LLC manage?

Integrity Wealth Partners, LLC reports $171.1 million in regulatory assets under management on its Form ADV.

How many employees does Integrity Wealth Partners, LLC have?

Integrity Wealth Partners, LLC reports 2 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

Address1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA 94596
Phone925-300-3222
Fax925-300-3211
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
CIK2121884
Discloses disciplinary historyNo

Assets under management

Discretionary$171.1M
Non-discretionary$0
Total (RAUM)$171.1M