Integrity Wealth Partners, LLC

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Client assets under management

$192,599,111

Clients

231

18% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

116

Very High

Average account size

$833,762

About

Integrity Wealth Partners serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities with discretionary asset management, financial planning and retirement plan consulting. The firm reports about $193.9 million in discretionary assets under management and provides ongoing portfolio supervision, written financial plans, and employer-plan advisory services.

Portfolios are customized to client goals and reviewed at least quarterly, with implementation across individual stocks and bonds, ETFs, mutual funds, REITs, options and other public and private securities. The firm also manages held-away accounts (such as 401(k)s and HSAs) through a third-party order management platform called Pontera to support tax-aware allocation and opportunistic rebalancing, and it absorbs the platform’s 0.30% fee for clients.

Noteworthy operational features include a relatively high client load for a two-advisor team — maintaining 231 client relationships — and the continued offering of a wrap-style asset management service to legacy clients. The firm discloses the use of margin borrowing, short sales and options/derivatives within managed accounts, practices that are less commonly reported among similarly supported advisers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Real estate investing Tax strategies for small businesses

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees generally range from $1,500 to $10,000 for financial planning and consulting; $750 to $10,000 for retirement plan consulting

Percentage

$0 - $250,000: 1.3%—1.5% $250,001 - $1,000,000: 1.1%—1.4% $1,000,001 - $2,000,000: 0.90%—1.25% Over $2,000,000+: 0.80%—1.15%

Project-based

Up to $400 per hour for financial advisors; $150 per hour for research and administrative work

Subscriptions

Recurring fees charged monthly or quarterly for financial planning and consulting services

Other

Account minimum: $250,000 Minimum fee: Minimum fee of $1,500 for written financial plans Fee-only: Financial planning consulting fees charged monthly or quarterly; hourly fees up to $400; flat fees $1,500 to $10,000

Main office location

Integrity Wealth Partners, LLC

1320 Mt. Diablo Blvd., Suite 200

Walnut Creek CA 94596, United States

Number of offices

Most active in

California · Florida · Hawaii · Idaho · Louisiana · Nebraska · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 925-300-3222

Advisors at this firm

B. B

Series 66

Walnut Creek, CA

Integrity Wealth Partners, LLC

B. Brose is a financial advisor with Integrity Wealth Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Integrity Wealth Partners since 2013 and serves as managing partner of Bromari, LLC. Integrity Wealth Partners advises individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolio supervision with quarterly reviews and employs a range of investment strategies, including option strategies and margin use, while also managing held-away accounts through a third-party platform.

Options & derivatives strategies Real estate investing Tax strategies for small businesses Founder/Business Owner Executive

Richard C

CFP®, Series 63, Series 65

Walnut Creek, CA

Integrity Wealth Partners, LLC

Richard Connett is a CFP® professional with 30 years of industry experience. He has worked at Integrity Wealth Partners, LLC since 2021 and previously spent 12 years at Ameriprise Financial Services, Inc. Integrity Wealth Partners advises individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary asset management, financial planning, and retirement plan consulting. The firm uses a tailored portfolio approach with continuous supervision and employs option strategies, derivatives, and margin in separately managed accounts.

Options & derivatives strategies Real estate investing Tax strategies for small businesses Founder/Business Owner Executive

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