Integrity Wealth Partners, LLC
Integrity Wealth Partners, LLC (CRD# 167314) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $175,395,833 in 567 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management175MILLION
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Total Number of Accounts567ACCOUNTS
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Average Account Value$309,340
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, HI, ID, LA, NE, TX, WA
Financial Advisors at Integrity Wealth Partners, LLC
1
B. Brose (CRD# 5517793) is a Registered Investment Advisor and Partner at Baker Brose & Mitsutome Wealth Management, LLC in Walnut Creek, CA and has over 9 years of experience in the finance industry.
2
Richard Connett (CRD# 2680263) is an Investment Advisor Representative working at Integrity Wealth Partners, LLC in Walnut Creek, CA and has over 28 years of experience in the finance industry.
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