# Integrity Wealth Partners, LLC

> 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.

- CRD: 167314
- Filed as: INTEGRITY WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167314
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-wealth-partners-llc-walnut-creek-ca-167314

## Quick answers

**How is Integrity Wealth Partners, LLC compensated?**
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).

**How much does Integrity Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $400 an hour (financial planning and consulting services; financial advisors); Flat fee: $1,500 to $10,000 (financial planning and consulting services); Flat fee: $750 to $10,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Integrity Wealth Partners, LLC located?**
Integrity Wealth Partners, LLC's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Integrity Wealth Partners, LLC registered with the SEC or a state?**
Integrity Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167314.

**How much does Integrity Wealth Partners, LLC manage?**
Integrity Wealth Partners, LLC reports $193,862,881 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Integrity Wealth Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Integrity Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (189); high net worth individuals (42).

**Which custodians does Integrity Wealth Partners, LLC use?**
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.

**Does Integrity Wealth Partners, LLC report any disciplinary disclosures?**
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

**What changed in Integrity Wealth Partners, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Hourly rate: $400 an hour (financial planning and consulting services; financial advisors)

> Our hourly fees are $ 400 for financial advisors and $150 for research and administrative work.

- Flat fee: $1,500 to $10,000 (financial planning and consulting services)

> Flat fees generally range from $1,500 to $10,000.

- Flat fee: $750 to $10,000 (Retirement Plan Consulting services)

> Our flat fees range from $750 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $193,862,881
- Discretionary: $193,862,881
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 189 | $61,214,611 |
| High net worth individuals | 42 | $131,384,500 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,263,770 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, HI, ID, LA, NE, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [investwithintegrity.com](https://investwithintegrity.com)
- Facebook @INVESTWITHINTEGRITY
- LinkedIn @richard-d-connett-cfp�-mba-2212307
- LinkedIn @ryderbrose

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $144,874,134 | 4 | September 20, 2021 |
| October 2022 | $172,877,760 | 3 | May 11, 2022 |
| October 2023 | $156,226,118 | 3 | February 13, 2023 |
| October 2024 | $175,395,833 | 2 | February 16, 2024 |
| October 2025 | $171,057,868 | 2 | March 18, 2025 |
| October 2026 | $193,862,881 | 4 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $171,057,868 to $193,862,881 (+13%).
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Wealth Partners, LLC (CRD 167314): Form ADV filing data as of October 2026.