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Building 2INTEGRITY WEALTH PARTNERS, LLC

Map pinWALNUT CREEK, CA
Phone925-300-3222
NotebookSEC #801-77910
Total AUM
$193.9M
Employees
4
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1320 MT. DIABLO BLVD.
SUITE 200
WALNUT CREEK
CA 94596
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
925-300-3222

ReceiptFinancials

Total AUM
$193.9M
Accounts
547
Discretionary
$193.9M
Accounts
547
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
189
AUM
$61.2M
HNW Individual Clients
42
AUM
$131.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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