INTEGRITY WEALTH PARTNERS, LLC
CRD #167314 SEC #801-77910 WALNUT CREEK, CA 925-300-3222
SEC Registered
Total AUM
$171.1M
Discretionary
$171.1M
Employees
2
Clients
0
Accounts
536
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $171.1M | $171.1M | $0 | 2 | 0 |
| Feb 2024 | $175.4M | $174.1M | $1.3M | 2 | 0 |
| Nov 2023 | $156.2M | $156.2M | $0 | 3 | 0 |
| Feb 2023 | $156.2M | $156.2M | $0 | 3 | 0 |
| May 2022 | $172.9M | $172.9M | $0 | 3 | 0 |
| Mar 2022 | $172.9M | $172.9M | $0 | 3 | 0 |
| Nov 2021 | $144.9M | $144.9M | $0 | 4 | 0 |
| Sep 2021 | $144.9M | $144.9M | $0 | 4 | 0 |
| Jan 2021 | $144.9M | $144.9M | $0 | 4 | 0 |
| Oct 2020 | $160.4M | $160.4M | $0 | 3 | 0 |
| Jun 2020 | $160.4M | $160.4M | $0 | 3 | 0 |
| Feb 2020 | $160.4M | $160.4M | $0 | 3 | 0 |
| Feb 2020 | $160.4M | $160.4M | $0 | 3 | 0 |
| Aug 2019 | $147M | $147M | $0 | 3 | 0 |
| Mar 2019 | $147M | $147M | $0 | 3 | 0 |
| Jul 2018 | $180M | $180M | $0 | 4 | 0 |
| Jul 2018 | $180M | $180M | $0 | 4 | 0 |
| Mar 2018 | $180M | $180M | $0 | 4 | 0 |
| Sep 2017 | $177M | $177M | $0 | 4 | 300 |
| Sep 2017 | $168M | $168M | $0 | 4 | 300 |
| Feb 2017 | $168M | $168M | $0 | 4 | 300 |
| Apr 2016 | $173.3M | $173.3M | $0 | 5 | 300 |
| Feb 2016 | $173.3M | $173.3M | $0 | 5 | 300 |
| May 2015 | $169M | $169M | $0 | 3 | 300 |
| Mar 2015 | $169M | $169M | $0 | 3 | 300 |
| Jan 2014 | $147.9M | $147.9M | $0 | 3 | 300 |
| Jan 2014 | $147.9M | $147.9M | $0 | 3 | 300 |
| Aug 2013 | $134M | $134M | $0 | 3 | 200 |
| Jun 2013 | $0 | $0 | $0 | 3 | 0 |
| Apr 2013 | $0 | $0 | $0 | 3 | 0 |
| Apr 2013 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$175.4M
Discretionary$174.1M
Non-Disc.$1.3M
Employees2
Clients0
DateNov 2023
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees4
Clients300
DateSep 2017
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees4
Clients300
DateFeb 2017
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees4
Clients300
DateApr 2016
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees5
Clients300
DateFeb 2016
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees5
Clients300
DateMay 2015
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees3
Clients300
DateMar 2015
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees3
Clients300
DateJan 2014
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees3
Clients300
DateJan 2014
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees3
Clients300
DateAug 2013
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees3
Clients200
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0