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Chief Compliance Officer/managing Member · Integrity Wealth Partners, LLC

B. R. Brose

CRD 5517793 · Named on Form ADV at one SEC-registered adviser

At a glance

Integrity Wealth Partners, LLC, an SEC-registered wealth manager based in Walnut Creek, CA with $194 million in regulatory assets, lists B. R. Brose on its Form ADV as Chief Compliance Officer/managing Member, a control person.

Firms and roles

AtlasMembers

B.’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For B.’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.