INTEGRITY WEALTH PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $193.9M |
| Discretionary | $193.9M100% of AUM |
| Client Accounts | 547 |
| Avg Account Size | $354K |
| Employees | 4 |
| Peak AUM | $193.9MMar 2026 |
AUM by Client Type
Total AUM
$194M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $194M | +13.3% | +7.2% | +5.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $193.9M |
| Discretionary | $193.9M |
| Employees | 4 |
| Client Accounts | 547 |
| Client Range | 0 |
Contact & Location
Address
1320 MT. DIABLO BLVD.
WALNUT CREEK CA 94596
Phone
925-300-3222
Filing History
37 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$194M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported