# Integrity Wealth Partners

Integrity Wealth Partners is a Bank / Wealth / Trust based in Walnut Creek, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Walnut Creek, United States
- **Region:** North America
- **Address:** Walnut Creek, CA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** investwithintegrity.com
- **LinkedIn:** https://www.linkedin.com/company/integritywp

## Regulatory record

- **CRD number:** 167314
- **SEC file number:** 801-77910
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167314

## About

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.

## 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.

## Related profiles

- [Integrity Wealth Management](https://altss.com/profile/integrity-wealth-management)
- [Integrity Wealth Solutions](https://altss.com/profile/integrity-wealth-solutions)

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Last updated: 2026-06-03T20:00:00.000Z

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