A complete list of active advisors currently associated with Integrity Road Wealth Partners LLC
Warmer can help you find a great advisor at Integrity Road Wealth Partners LLC or one who fits your needs even better.
Integrity Road Wealth Partners LLC provides wealth management and financial planning services to individual and high‑net‑worth clients, delivering portfolio management across equities, bonds, mutual funds, ETFs, REITs, and options. The firm manages roughly $126 million for about 66 clients, offering ongoing financial planning as part of its wealth management engagements and separate project or ongoing planning for non‑advisory clients. The firm’s investment process blends fundamental and technical analysis with Modern Portfolio Theory and long‑term strategies, and it can implement custom indexing by holding underlying securities of funds. Accounts are typically managed on a discretionary basis with semi‑annual reviews, client‑directed investment restrictions when requested, and custody and execution routed through a qualified custodian (Charles Schwab) whose institutional services the firm uses. Noteworthy aspects include the firm’s recent formation in 2024 and a compact adviser team that holds CFP® and Certified Kingdom Advisor (CKA) credentials, suggesting a capacity to serve clients seeking faith‑informed financial advice alongside conventional planning. The firm also uses standing letters of authorization for client‑directed transfers (which leads to being deemed to have custody under SEC guidance), does not participate in wrap fee programs, and offers custom indexing and a relatively concentrated client roster with multi‑million dollar average account sizes.
To learn more about the advisors currently working at Integrity Road Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Integrity Road Wealth Partners LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 1
| |
Ashburn, VA
| 5
| |
Houston, TX
| 9
|
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