{
  "crd_number": 167314,
  "slug": "integrity-wealth-partners-llc-walnut-creek-ca-167314",
  "primary_business_name": "INTEGRITY WEALTH PARTNERS, LLC",
  "legal_name": "INTEGRITY WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Walnut Creek",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-04-19",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 193862881.0,
  "raum_discretionary": 193862881.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 61214611.0,
      "count": 189
    },
    "pension_profit_sharing": {
      "raum": 1263770.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 131384500.0,
      "count": 42
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "HI",
    "ID",
    "LA",
    "NE",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/INVESTWITHINTEGRITY",
    "https://investwithintegrity.com",
    "https://linkedin.com/in/richard-d-connett-cfp%AE-mba-2212307",
    "https://linkedin.com/in/ryderbrose"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167314",
  "city_as_filed": "WALNUT CREEK",
  "url": "https://advisorcensus.com/firm/integrity-wealth-partners-llc-walnut-creek-ca-167314",
  "display_name": "Integrity Wealth Partners, LLC",
  "summary": "Integrity Wealth Partners, LLC is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Integrity Wealth Partners, LLC (CRD 167314): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Integrity Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrity Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Integrity Wealth Partners, LLC located?",
      "a": "Integrity Wealth Partners, LLC's principal office is in Walnut Creek, CA, according to its Form ADV."
    },
    {
      "q": "Is Integrity Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Integrity Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167314."
    },
    {
      "q": "How much does Integrity Wealth Partners, LLC manage?",
      "a": "Integrity Wealth Partners, LLC reports $193,862,881 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Integrity Wealth Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Integrity Wealth Partners, LLC: Regulatory assets under management: $144,874,134 in the October 2021 data and $193,862,881 in the October 2026 data, up 34%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integrity Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (189); high net worth individuals (42)."
    },
    {
      "q": "Which custodians does Integrity Wealth Partners, LLC use?",
      "a": "Integrity Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integrity Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167314"
    },
    {
      "q": "What changed in Integrity Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $171,057,868 to $193,862,881 (+13%). Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 144874134.0,
      "total_employees": 4,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 172877760.0,
      "total_employees": 3,
      "filing_date": "2022-05-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 156226118.0,
      "total_employees": 3,
      "filing_date": "2023-02-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 175395833.0,
      "total_employees": 2,
      "filing_date": "2024-02-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 171057868.0,
      "total_employees": 2,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 193862881.0,
      "total_employees": 4,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $171,057,868 to $193,862,881 (+13%).",
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/integrity-wealth-partners-llc-walnut-creek-ca-167314.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 189,
      "fewer_than_5": false,
      "raum": 61214611.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 131384500.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1263770.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167314",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}