Integrous Wealth Strategies

RIASEC Registered
Total AUM
$216M
Discretionary
$216M
100% of AUM
Avg account
$340K
Accounts
636
Employees
6
Advisory reps
3

Firm details

Headquarters
Hamilton, New Jersey
CRD number
340613
Registered since
May 21, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals55.19%
  • HNWI44.81%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Integrous Wealth Strategies LLC is an independent registered investment adviser that began SEC registration in 2026. The firm focuses on individual and family clients and positions itself as a capital allocator, meaning it constructs portfolios and selects outside managers or advisers when appropriate. Core services include comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. Integrous does not characterize itself as an active ESG investor and reports an industry affiliation with a law firm.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Justin Rice

    Justin Rice

    Financial AdvisorCRD 6556028

  • David Bailin

    David Bailin

    Financial AdvisorCRD 1835995

  • Ian Mindas

    Ian Mindas

    Registered Client Service AssociateCRD 7474565

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hamilton, NJ

Mercer

Location

Hamilton, NJ

Headquartered in Hamilton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Mercer
Address
2277 Route 33
Time zone
ET (UTC-5)
Office locations

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