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Integrity Wealth Partners, LLC

Headquartered in WALNUT CREEK, CA

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Firm Information

Integrity Wealth Partners, LLC is a registered investment advisor based in Walnut Creek, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit sharing plans. Integrity Wealth Partners manages approximately $175 million in assets for 567 clients. The firm also participates in wrap fee programs.

Integrity Wealth Partners, LLC

1320 MT. DIABLO BLVD.

WALNUT CREEK, CA 94596

$175.40M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

INTEGRITY WEALTH PARTNERS, LLC has a total of 1 branch locations across the country.
location

WALNUT CREEK, CA

Advisors at Integrity Wealth Partners, LLC

View All 2 Advisors
Unclaimed
Richard David Connett

CFP®, RA

WALNUT CREEK, CA

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B. Ryder Brose

RA

WALNUT CREEK, CA

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Disclosures

There are no public disclosures for Integrity Wealth Partners, LLC.

Frequently Asked Questions (7)

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