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INTEGRITY WEALTH PARTNERS, LLC

CRD 167314 · SEC 801-77910

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1320 MT. DIABLO BLVD., SUITE 200, WALNUT CREEK, CA, 94596, United States

Phone

925-300-3222

Fax

925-300-3211

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$193.9M

Discretionary AUM

$193.9M

Team

4 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals189$61.2M
High net worth individuals42$131.4M

States served

CA, ID, LA, NE, OR, WA, TX, HI, FL

All web addresses on file

Official SEC filing: View on IAPD