INTEGROUS WEALTH STRATEGIES

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
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
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • DAVID BAILIN

    Financial AdvisorCRD 1835995

  • JUSTIN RICE

    Financial AdvisorCRD 6556028

  • IAN MINDAS

    Registered Client Service AssociateCRD 7474565

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth