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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTEGRITY WEALTH PARTNERS, LLC

CRD 167314

WALNUT CREEK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ae88d25-e6a2-5cd6-1129-a6fea48b0055

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 1, 2013 to Mar 27, 2026
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $194MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $194M
Private client RAUM: $193MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $96.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 547
Individual clients: 189
High net worth clients: 42
Custody, client assets: $168M
SEC number: 801-77910
CIK: 2121884
CRD: 167314
Filings on the tape: 37
First filed: Apr 1, 2013
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B. RYDER BROSE	n/a	WALNUT CREEK, CA	13	18	1	no
RICHARD DAVID CONNETT	Certified Financial Planner	WALNUT CREEK, CA	5	30	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROSE, B., RYDER	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	yes	04/2013	Apr 1, 2013	Feb 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$194M	$194M	4	2	0	n/a	n/a
2024	Mar 18, 2025	$171M	$171M	2	2	0	n/a	n/a
2023	Feb 16, 2024	$175M	$174M	2	2	0	n/a	n/a
2022	Feb 13, 2023	$156M	$156M	3	3	1	n/a	n/a
2021	Mar 16, 2022	$173M	$173M	3	3	1	n/a	n/a
2020	Jan 28, 2021	$145M	$145M	4	3	0	n/a	n/a
2019	Feb 25, 2020	$160M	$160M	3	3	0	n/a	n/a
2018	Mar 4, 2019	$147M	$147M	3	3	0	n/a	n/a
2017	Feb 28, 2018	$180M	$180M	4	4	0	n/a	n/a
2016	Feb 15, 2017	$168M	$168M	4	4	n/a	n/a	n/a
2015	Feb 17, 2016	$173M	$173M	5	3	n/a	n/a	n/a
2014	Mar 20, 2015	$169M	$169M	3	3	n/a	n/a	n/a
2013	Jan 17, 2014	$148M	$148M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$194M	$171M	13.3%	$156M	7.5%	4	2	0	0

Relationships

Registered with (4)

← RICHARD DAVID CONNETTAdvisorregistration: current employment
Apr 27, 2021 to presentfactForm ADV
← B. RYDER BROSEAdvisorregistration: current employment
Apr 19, 2013 to presentfactForm ADV
← WILLIAM POND BAKERAdvisorregistration: previous registration
Apr 19, 2013 to Jul 26, 2018factForm ADV
← ANTHONY MICHAEL MATHESONAdvisorregistration: previous registration
Apr 21, 2017 to Feb 5, 2018factForm ADV

Controls (1)

← BROSE, B., RYDEROwnerCHIEF COMPLIANCE OFFICER/MANAGING MEMBER, ownership code E, individual
Apr 1, 2013 to Feb 16, 2024factForm ADV

Dated events

Occurred
Aug 2, 2019
Control person left
Yasuo Arthur Mitsutome (Managing Member) no longer on Schedule A of Integrity Wealth Partners, Llc (listed 2019-03-04, absent 2019-08-02)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2013
First Form ADV filing
Baker, Brose & Mitsutome Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ae88d25-e6a2-5cd6-1129-a6fea48b0055
First observed: Apr 1, 2013
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTEGRITY WEALTH PARTNERS, LLC

CRD 167314

WALNUT CREEK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ae88d25-e6a2-5cd6-1129-a6fea48b0055

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

B. RYDER BROSE

n/a

WALNUT CREEK, CA

RICHARD DAVID CONNETT

Certified Financial Planner

WALNUT CREEK, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROSE, B., RYDER

CHIEF COMPLIANCE OFFICER/MANAGING MEMBER

yes

04/2013

Apr 1, 2013

Feb 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$194M

n/a

2024

Mar 18, 2025

$171M

n/a

2023

Feb 16, 2024

$175M

$174M

n/a

2022

Feb 13, 2023

$156M

n/a

2021

Mar 16, 2022

$173M

n/a

2020

Jan 28, 2021

$145M

n/a

2019

Feb 25, 2020

$160M

n/a

2018

Mar 4, 2019

$147M

n/a

2017

Feb 28, 2018

$180M

n/a

2016

Feb 15, 2017

$168M

n/a

2015

Feb 17, 2016

$173M

n/a

2014

Mar 20, 2015

$169M

n/a

2013

Jan 17, 2014

$148M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$194M

$171M

13.3%

$156M

7.5%