Integrity Wealth Partners, LLC

Overview

Integrity Wealth Partners, LLC is an independent, individual-owned registered investment adviser. The firm is SEC-registered (2013) and describes itself as a capital allocator serving individuals and families. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Integrity Wealth Partners does not identify as an active ESG investor. The firm’s positioning emphasizes outsourced manager selection and managed equity exposure rather than proprietary product manufacturing. That manager-selection role and the capital-allocator designation point to a mix of direct equity and third-party-managed allocations across client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices