CRD: 167314
Integrity Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-19-2013
- Office Locations
- 1
Office Locations
About Integrity Wealth Partners, LLC
Integrity Wealth Partners is an independent, privately owned Walnut Creek (Bay Area) RIA providing wealth management and custom investment planning for families and small businesses. The team builds and maintains long-term strategies across financial planning, retirement and tax planning, and estate/insurance needs, typically implementing portfolios with ETFs, index funds, and mutual funds. Notably, the firm has no proprietary products and emphasizes objective, client-first advice (Schwab custodied).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
B. RYDER BROSE
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5517793
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD DAVID CONNETT
Senior Financial Advisor
- CRD
- #2680263
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,862,881 | $354,411 |
| Non-Discretionary | $0 | -- |
| Total | $193,862,881 | $354,411 |
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Separately Managed Accounts
Total SMA Asset: $193,862,881
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $179,312,424 | 11.2% |
| Public Funds | $425,867,008 | 26.6% |
| Cash | $316,998,750 | 19.8% |
| Other | $227,342,538 | 14.2% |
| Corporate - Investment Grade | $451,483,068 | 28.2% |
| Total | $1,601,003,788 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER BRIDGE HARBOR | LEGACY BRIDGE | 38B3QGFVV | OFWVC | 1.64% | $46,582,795 |
| ALPHA LEGACY | EMBER SIGNAL | W4C149FGI | VVA | 8.11% | $104,439,183 |
| HARBOR CREST HARBOR | RADIAL OPTIMA | 6WII7ZSQ7 | GTLJX | 1.83% | $95,194,800 |
| FRONTIER OAK HORIZON | PRIME INSIGHT | 4SEHGQZL0 | MFYH | 5.97% | $32,850,068 |
| PIONEER RIDGE | VITAL HARBOR | 322XWI4SJ | XONM | 3.15% | $115,278,377 |
| PRIME FOCUS CATALYST | PRIME FOCUS | YLL0LM5P3 | OVQ | 1.28% | $91,974,663 |
| CATALYST PRIME | MATRIX VALUE | ZFLZGKSYW | LUCE | 4.10% | $30,984,288 |
| NORTH PRIME CREST | QUANTUM UNISON | 3IDUAHAI7 | LFEL | 9.86% | $114,053,054 |