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INTEGRITY ROAD WEALTH PARTNERS LLC
CRD 333154File 801-134969
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.0M
Bottom 25% of cohort (national)
Discretionary AUM
$123.8M
Non-discretionary $2.1M
Clients
66
294 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 12, 2026
- Principal office
- 820 GESSNER ROAD, SUITE 300, HOUSTON, TX, 77024
- Phone
- 832-585-8699
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.0M
- Discretionary AUM
- $123.8M
- Non-discretionary AUM
- $2.1M
- Discretionary accounts
- 284
- Non-discretionary accounts
- 10
- Total accounts
- 294
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $114.6M |
| Individuals (other than high net worth individuals) | 24 | $11.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.