WALNUT CREEK, CACRD 167314Latest ADV March 27, 2026
Integrity Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 27, 2026, reports $194M in regulatory assets under management, 4 employees, and 547 accounts.
Assets Under Management
$194M
Employees
4
Offices
--
Total Clients
231
Primary office
WALNUT CREEK, CA
1320 MT. DIABLO BLVD., SUITE 200, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.8% of total clients.
Top client categories% of clientsClients
1
Individuals
81.8%
189
2
HNWI
18.2%
42
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$194Mas of March 27, 2026
Discretionary100.0%
$194M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$194M
Total Accounts547
10Y AUM Change+$26M (+15.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.