Integrous Wealth Strategies
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Justin Rice
Financial AdvisorCRD 6556028

David Bailin
Financial AdvisorCRD 1835995

Ian Mindas
Registered Client Service AssociateCRD 7474565
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Griphook Financial LLC
RIAHamilton, NJ
Personal Wealth Strategies
RIAHamilton, NJ
Locker Financial Services, LLC
RIAVerona, NJ
OZE Capital LLC
RIAFlorham Park, NJ
Vaughan and Company Securities, Inc.
RIARidgewood, NJ
Sacks & Associates, LLC
RIAWarren, NJ