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Integrity Wealth Partners
Integrity Wealth Partners is an SEC-registered investment adviser in Walnut Creek, CA, registered since 2013. The firm manages approximately $194 million in...
Overview
Integrity Wealth Partners is an SEC-registered investment adviser in Walnut Creek, CA, registered since 2013. The firm manages approximately $194 million in assets. It has 4 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
Location
Region
North America
Country
United States
City
Walnut Creek
Corporate office
Walnut Creek, CA, United States
Frequently asked questions
How does the firm construct client portfolios?
Integrity Wealth Partners builds globally diversified portfolios primarily using low-cost ETFs and mutual funds. Allocations span domestic and international equities, fixed income, and real asset exposure, with portfolio weights driven by each client's risk capacity and time horizon. The firm also employs asset location strategies to improve after-tax returns.
What custody platform does Integrity Wealth Partners use?
The firm custodies client assets at major discount brokerage platforms, including Charles Schwab and TD Ameritrade. These third-party custodians hold client funds and securities, provide trade execution, and issue account statements, while Integrity Wealth Partners retains discretionary management authority over the portfolios.
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