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Adviser Profile
| As of Date | 01/14/2026 |
| Registration status | Registration Changed to INTEGRITY ROAD WEALTH PARTNERS LLC |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 832 xxxxxxx |
| Websites |
| AUM* | 100,387,519 65% |
| of that, discretionary | 99,756,610 64% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 380,256 3% |
| % High Net Worth | 68.97% 6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds