INTRUA FINANCIAL

Legal name: INTRUA FINANCIAL LLC

CRD 281554File 801-106767

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jul 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.75B

Top 25% of cohort (national)

Discretionary AUM

$1.36B

Non-discretionary $390.5M

Clients

3,380

7,272 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Oct 23, 2015
Principal office: 3737 BUFFALO SPEEDWAY, SUITE 400, HOUSTON, TX, 77098
Phone: 713-355-9910
Website: https://www.linkedin.com/company/freedom-wealth-alliance

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.75B
Discretionary AUM: $1.36B
Non-discretionary AUM: $390.5M
Discretionary accounts: 5,351
Non-discretionary accounts: 1,921
Total accounts: 7,272
AUM per client: $517K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	21	$23.1M
Charitable organizations	10	$19.4M
High net worth individuals	410	$942.1M
Pension and profit sharing plans	2	$5.0M
Individuals (other than high net worth individuals)	2,937	$757.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11A2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.