Overview
Assets Under Management: $126 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Frequently Asked Questions
INTEGRITY ROAD WEALTH PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333154), INTEGRITY ROAD WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
INTEGRITY ROAD WEALTH PARTNERS LLC is headquartered in HOUSTON, TX.
INTEGRITY ROAD WEALTH PARTNERS LLC serves 42 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, INTEGRITY ROAD WEALTH PARTNERS LLC offers financial planning and portfolio management for individuals. View all service details ↓
INTEGRITY ROAD WEALTH PARTNERS LLC manages $126 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, INTEGRITY ROAD WEALTH PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 294
Discretionary Accounts: 284
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 333154
Filing ID: 2044530
Last Filing Date: 2026-01-30 16:12:19