Data / Investment advisers / California / Integrity Wealth Partners, LLC
Integrity Wealth Partners, LLC, Walnut Creek, CA: $194 million AUM, SEC registered investment adviser
Integrity Wealth Partners, LLC is an SEC registered investment adviser with its main office in Walnut Creek, California and reports $194 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 167314
- SEC file number
- 801-77910
- SEC status
- Approved, effective April 19, 2013
- Main office
- 1320 Mt. Diablo Blvd. Suite 200, Walnut Creek, CA 94596
- Phone
- (925) 300-3222
- Regulatory AUM
- $193,862,881 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $193,862,881
- Accounts
- 547
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $131.4 million |
| Individuals (other than high net worth individuals) | 189 | $61.2 million |
| Pension and profit sharing plans | Fewer than 5 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $193.9 million | March 27, 2026 |
| December 1, 2025 | $171.1 million | March 18, 2025 |
Other advisers in Walnut Creek
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Casilio Leitch Investments | Walnut Creek | $256 million | Not listed | adviserinfo.sec.gov |
| Pathwise | Walnut Creek | $255 million | Not listed | adviserinfo.sec.gov |
| Capital Management Advisor Group, LLC | Walnut Creek | $234.1 million | Not listed | adviserinfo.sec.gov |
| Echo45 Advisors LLC | Walnut Creek | $227.4 million | Not listed | adviserinfo.sec.gov |
| JCSD Capital, LLC | Walnut Creek | $214.6 million | 3 | adviserinfo.sec.gov |
| Prime Meridian Capital Management, LLC | Walnut Creek | $176.7 million | 2 | adviserinfo.sec.gov |
| Cavu Wealth Advisors, LLC | Walnut Creek | $171.6 million | Not listed | adviserinfo.sec.gov |
| Terrafirma Wealth Partners | Walnut Creek | $118.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Walnut Creek, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Integrity Wealth Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.