INTEGRITY WEALTH PARTNERS, LLC
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 167314
- Registered since
- April 19, 2013
- Website
- investwithintegrity.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.77%
- Individuals31.58%
- Pension & Profit Sharing Plans0.65%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Integrity Wealth Partners, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2013. The firm serves individual and family clients and acts as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and advisor selection services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Integrity Wealth Partners is not positioned as an ESG investor and does not identify as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents5%
- Other3%
- Non-Exchange Traded Equities1%
Contacts
2 of 2RICHARD CONNETT
Senior Financial AdvisorCRD 2680263
B. BROSE
Investment Adviser RepresentativeCRD 5517793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$99.7M in ETFs
44%
$44M
47%
$55.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $9.3M | 164,789 | 9.37% |
Location
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1320 Mt Diablo Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
RIAWALNUT CREEK, CA
JCSD CAPITAL, LLC
RIAWALNUT CREEK, CA
CAVU WEALTH ADVISORS, LLC
RIAWALNUT CREEK, CA
ECHO45 ADVISORS LLC
RIAWALNUT CREEK, CA
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
RIAWALNUT CREEK, CA
PATHWISE
RIAWALNUT CREEK, CA