# Integrity Road Wealth Partners LLC

> Integrity Road Wealth Partners LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 333154
- Filed as: INTEGRITY ROAD WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333154
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-road-wealth-partners-llc-houston-tx-333154

## Quick answers

**How is Integrity Road Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrity Road Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Integrity Road Wealth Partners LLC charge?**
Its Form ADV Part 2A brochure dated July 9, 2026 states: Flat fee: $5,000 (Financial Planning Only). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Integrity Road Wealth Partners LLC located?**
Integrity Road Wealth Partners LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Integrity Road Wealth Partners LLC registered with the SEC or a state?**
Integrity Road Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 333154.

**How much does Integrity Road Wealth Partners LLC manage?**
Integrity Road Wealth Partners LLC reports $125,962,624 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (98% discretionary).

**What types of clients does Integrity Road Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (24).

**Which custodians does Integrity Road Wealth Partners LLC use?**
Integrity Road Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Integrity Road Wealth Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333154

**What changed in Integrity Road Wealth Partners LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 9, 2026)

- Flat fee: $5,000 (Financial Planning Only)

> Financial Planning Only Fee Schedule Fixed Fee or Ongoing Annual Planning Fee Starting at $5,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $125,962,624
- Discretionary: $123,819,424
- Non-discretionary: $2,143,200

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $11,348,466 |
| High net worth individuals | 42 | $114,614,158 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NE, NH, OK, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrityroadwealth.com
- LinkedIn @integrity-road-wealth-partners-llc

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in NH.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Road Wealth Partners LLC (CRD 333154): Form ADV filing data as of October 2026.