CRD: 167314
Integrity Wealth Partners, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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).
Reported data analysis
What the numbers show
Between March 18, 2025 and March 27, 2026, reported AUM increased 13.3%, from $171.1M to $193.9M.
Across 5 reported observations, AUM increased 12.1% between May 11, 2022 and March 27, 2026, from $172.9M to $193.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 231 clients, or 115.5 clients per representative. That equates to $839.2K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Integrity Wealth Partners, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Integrity Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
B. RYDER BROSE
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5517793
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Integrity Wealth Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Integrity Wealth Partners, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.