# Integrous Wealth Strategies

> 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.

- CRD: 340613
- Filed as: INTEGROUS WEALTH STRATEGIES
- Legal name: Integrous Wealth Strategies LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Hamilton, NJ
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340613
- AdvisorCensus page: https://advisorcensus.com/firm/integrous-wealth-strategies-hamilton-nj-340613

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated May 26, 2026)

- Account minimum: None

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $216,170,964
- Discretionary: $216,170,964
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 386 | $119,294,217 |
| High net worth individuals | 55 | $96,876,747 |

### 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- infinancial.com

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrous Wealth Strategies (CRD 340613): Form ADV filing data as of October 2026.