INTEGRITY WEALTH PARTNERS, LLC
Adviser information for INTEGRITY WEALTH PARTNERS, LLC last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 566 | $174.1M |
| Non-Discretionary | 1 | $1.3M |
| Total | 567 | $175.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 63 | $101.4M |
| HNW Individuals | 537 | $72.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.8M |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 25.7M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| INTEGRITY WEALTH PARTNERS LLC WRAP FEE PROGRAM | INTEGRITY WEALTH PARTNERS, LLC |
Identifiers
| SEC RIA File Number | 801-77910 |
|---|---|
| SEC ERA File Number | 801-77910 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167314 |
| Legal Entity Identifier | None |
Principal Office
1320 MT. DIABLO BLVD.SUITE 200
WALNUT CREEK
CA
United States
Monday - Friday, BY APPOINTMENT
Tel: 925-300-3222, Fax: 925-300-3211
Chief Compliance Officer
RYDER BROSE
MANAGING MEMBER
1320 MT. DIABLO BLVD.
SUITE 200
WALNUT CREEK
CA
United States
Tel:
925-300-3222
Fax:
925-300-3222
R****@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BROSE, B., RYDER | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 04/2013 | > 75% |