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
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Integrous Wealth Strategies is organized as a limited liability company and is registered with the SEC as of 2026. The firm describes itself as a capital allocator and provides a mix of advisory services centered on financial planning and discretionary portfolio management. Its stated activities include financial planning, managing portfolios for individuals and small businesses, managing portfolios for businesses or institutions, and selecting other advisers to manage client assets. The firm is not positioned as an ESG investor, is not registered as a multi-state adviser, and is marked as a newly formed adviser. The firm’s fee model is multi-faceted: it can charge a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. The dataset also notes an industry affiliation with a law firm, suggesting potential connectivity to legal or tax resources through that relationship. It is not identified as a pension consultant and is not listed as a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 3DAVID BAILIN
Financial AdvisorCRD 1835995
JUSTIN RICE
Financial AdvisorCRD 6556028
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
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