Integrity Road Wealth Partners LLC logo

Integrity Road Wealth Partners LLC

Updated today

Client assets under management

$125,962,624

Clients

66

64% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

22

Low

Average account size

$1,908,525

About

Integrity Road Wealth Partners provides wealth management, portfolio management, and financial planning services to individual and high‑net‑worth clients, managing about $126 million across roughly 66 client relationships. The firm’s offerings include ongoing custodial account supervision and financial consulting, and it invests in a range of instruments including equities, bonds, mutual funds, ETFs, REITs, and options.

The firm manages client accounts on a discretionary basis when authorized and describes an investment process that uses fundamental analysis, technical analysis, modern portfolio theory, and a long‑term strategy, with the option to implement custom indexing by purchasing securities underlying mutual funds or ETFs. Clients can impose reasonable investment restrictions, and accounts are reviewed at least semi‑annually with reporting provided quarterly.

Noteworthy features include a small advisory team (three advisors) managing a relatively large asset base for a young firm formed in 2024, a client footprint that appears concentrated (few clients for the level of AUM), and the use of standing letters of authorization that result in the firm being deemed to have custody in certain circumstances. The firm also maintains a paid listing on a third‑party directory and makes use of Schwab Advisor Services and related custodial support and benefits.

Client services

Financial planning Portfolio management

Expertise

Real estate investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Cash flow / budgeting Business Financial Management

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Fee options

Percentage

Up to $1,000,000 - $1,000,000: 0.75% Next $1,000,000 - $2,000,000: 0.70% Next $1,000,000 - $3,000,000: 0.60% Next $2,000,000 - $5,000,000: 0.50% Next $5,000,000 - $10,000,000: 0.35% Greater than $10,000,000+: 0.25%

Other

Account minimum: $1,000,000 in AUM or $7,500 in fees (subject to firm discretion) Fee-only: Negotiable fixed or annual fees for financial planning starting at $5,000; waived if wealth management services are engaged

Main office location

Integrity Road Wealth Partners LLC

820 Gessner Road, Suite 300

Houston TX 77024, United States

Number of offices

1

Most active in

Louisiana · Nebraska · Oklahoma · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kaden K

Series 65

Houston, TX

Integrity Road Wealth Partners LLC

Kaden Kozsuch is a financial advisor at Integrity Road Wealth Partners LLC in Houston, TX. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, he worked at Kozsuch & Company Appraisals LLC and has experience in aquatic coaching with East Texas Aquatics. Kaden is also affiliated with Baylor University. Integrity Road Wealth Partners provides wealth management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis within a modern-portfolio framework and offers discretionary management alongside integrated and project-based financial planning.

Real estate investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Cash flow / budgeting Business Financial Management

Jonathan M

CFP®

Ashburn, VA

Integrity Road Wealth Partners LLC

As a Wealth Advisor & Director at Integrity Road Wealth Partners, Jonathan pursues a client‑centered approach to financial planning and wealth management. With experience serving affluent and high‑income clients, Jonathan specializes in guiding individuals and families through significant financial transitions. Jonathan’s particular experience includes serving individuals and couples approaching retirement, women navigating financial life after divorce or widowhood, and high-earning young professionals experiencing a material increase in their income. Additionally, Jonathan draws upon his deep experience in the area of charitable planning, guiding faith-oriented individuals toward aligning their giving strategies with their values. Jonathan’s interest in financial planning began with an observation: monetary decisions create tension, often due to a lack of clarity rather than a lack of intentionality. He sees how couples, families, and friends strive for the same outcome yet struggle to move forward together. This insight regarding financial tensions and a lack of clarity sparked Jonathan’s passion for guiding people through prudent financial decision-making with confidence and unity. Today, Jonathan helps individuals and families understand their options, align their decisions with their values, and pursue goals which change the trajectory of their lives. His mission is to provide the clarity and strategic support clients need to move into the future with purpose and peace. Jonathan graduated magna cum laude from Liberty University with a Bachelor’s Degree in Business Administration. While working in the financial services industry, Jonathan became an Investment Advisor Representative after completing the Series 65 Uniform Investment Adviser Law Examination and obtained his MBA from Texas A&M University-Corpus Christi. Jonathan is a Certified Financial Planner® Professional, a professional certification requiring completion of estate, tax, retirement, investment, insurance, and practical application financial courses; rigorous examination; and a residency-like experience requirement. Jonathan is also a Certified Kingdom Advisor®. In his previous advisory roles, Jonathan served affluent families, professionals, and executives, and was responsible for the training and development of new advisors. Jonathan was born and raised in Texas. Also, he currently serves on the Emerging Champions Board and Scholarship Committee with Kingdom Advisors.

ESG / Sustainable investing Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)

Justin R

CFP®

Houston, TX

Integrity Road Wealth Partners LLC

Serving the wealth management needs of individuals and families with financial complexity in their lives is Justin's mission, leading him to found Integrity Road Wealth Partners, a fee-only Registered Investment Advisor firm. To learn more about Integrity Road Wealth, please visit www.integrityroadwealth.com. Justin serves clients preparing for and transitioning into retirement. Many of Justin’s clients are high-achieving engineers, pilots, business owners, executives, and attorneys. The clients Justin serves are often preparing to receive a lump sum pension, deferred compensation, or a buyout of their equity interests. Justin’s clients often experience sustained annual income of $200,000 - $2 million pre-retirement, enabling them to accumulate material retirement plan and after-tax assets. While accumulating $2 - $20 million in liquid assets is often quite feasible for the high-income professionals, airline pilots, executives, and business owners Justin serves, navigating the transition into retirement and beyond often warrants the involvement of a skilled professional to provide prudent guidance. In his most recent role as a Wealth Advisor at a national Registered Investment Advisor, Justin advised over 100 primarily high-income and affluent households on an ongoing basis as their primary advisor and financial planner. Prior to the advisor role at the national firm, Justin was Director of Financial Planning at a boutique Registered Investment Advisor in Houston. As Director of Financial Planning, Justin served the holistic wealth management needs of high-income and wealthy families. Alongside of his client advisory responsibilities, Justin was responsible for the company’s portfolio management, reporting, strategic planning, and operations functions. Justin first became interested in personal finance when he was about eight years old, buying his first stock. At Liberty University, Justin earned a Bachelor of Science in Business Administration with a concentration in Financial Planning, graduating Summa Cum Laude on a three-year track. After college, Justin pursued the licensing and advanced certifications required to serve clients effectively. As a Certified Financial Planner® Professional and Certified Kingdom Advisor®, Justin completed training, advanced examination, and a residency-like program before becoming certified. Justin is also an Investment Adviser Representative, having completed the Series 65.

Real estate investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Cash flow / budgeting Business Financial Management Airline Pilot Christian Faith Based Single Women Gen X (Born 1965-1980)
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