Integrity Wealth Partners, LLC

Integrity Wealth Partners, LLC (CRD# 167314) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $172,877,760 in 540 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $320,144
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, ID, LA, TX, WA

Financial Advisors at Integrity Wealth Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ryder Brose
CRD#: 5517793
1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA 94596

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 D. Connett
CRD#: 2680263
1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA 94596

Richard Connett (CRD# 2680263) is an Investment Advisor Representative working at Integrity Wealth Partners, LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry. Richard Connett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Arthur Y. Mitsutome
CRD#: 1526707
1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA 94596

Arthur Mitsutome (CRD# 1526707) is an Investment Advisor Representative working at Integrity Wealth Partners, LLC in Walnut Creek, CA and has over 35 years of experience in the finance industry.

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