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Integrous Wealth Strategies
Filed as INTEGROUS WEALTH STRATEGIES · Legal name Integrous Wealth Strategies LLC
Integrous Wealth Strategies is an SEC-registered investment advisory firm in Hamilton, NJ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.
Quick answers
From the filingHow is Integrous Wealth Strategies compensated?
On its Form ADV (Item 5.E, October 2026), Integrous Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Integrous Wealth Strategies charge?
Its Form ADV Part 2A brochure dated May 26, 2026 states: Flat fee: up to $50,000 (financial planning services); Hourly rate: up to $1,500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Integrous Wealth Strategies located?
Integrous Wealth Strategies' principal office is in Hamilton, NJ, according to its Form ADV.
Is Integrous Wealth Strategies registered with the SEC or a state?
Integrous Wealth Strategies is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340613.
How much does Integrous Wealth Strategies manage?
Integrous Wealth Strategies reports $216,170,964 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).
What types of clients does Integrous Wealth Strategies serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (386); high net worth individuals (55).
Does Integrous Wealth Strategies 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/340613
Does Integrous Wealth Strategies state an account minimum?
Its Form ADV Part 2A brochure dated May 26, 2026 says: "Integrous does not impose a minimum portfolio size or a minimum initial investment to open an account."
What changed in Integrous Wealth Strategies' recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $0 to $216,170,964. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Integrous does not impose a minimum portfolio size or a minimum initial investment to open an account.
Flat fee: up to $50,000 (financial planning services)
The brochure's wording
Clients that are receiving financial planning services are charged a fixed fee ranging up to $50,000, depending upon the complexity of the services provided to the client.
Hourly rate: up to $1,500 an hour (financial planning services)
The brochure's wording
In the alternative clients that are receiving financial planning services may be charged an hourly fee rate up to $1,500.
As stated in the firm's Form ADV Part 2A brochure dated May 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$216,170,964 as of October 2026, filing dated September 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Integrous Wealth Strategies LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $0 to $216,170,964.
- Updated its list of owners and control persons (Schedule A).
- June 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Integrous Wealth Strategies (CRD 340613): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/integrous-wealth-strategies-hamilton-nj-340613