INTEGRITY WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$194M
Discretionary
$194M
100% of AUM
Avg account
$354K
Accounts
547
Employees
4
Advisory reps
2

Firm details

Headquarters
WALNUT CREEK, California
CRD number
167314
Registered since
April 19, 2013
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Public Funds/Mutual Funds 32%, Cash & Cash Equivalents 5%, Other 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds32%
  • Cash & Cash Equivalents5%
  • Other3%
  • Non-Exchange Traded Equities1%

Contacts

2 of 2
  • RICHARD CONNETT

    Senior Financial AdvisorCRD 2680263

  • B. BROSE

    Investment Adviser RepresentativeCRD 5517793

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 85

Active vs passive

$99.7M in ETFs

Passive

44%

$44M

Active

47%

$55.7M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI)JP MorganActiveDerivative Income$9.3M164,7899.37%

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth