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INTEGRITY ROAD WEALTH PARTNERS LLC

HOUSTON, TX · CRD 333154 · IAPD ↗ · integrityroadwealth.com · 832-585-8699

$126.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — INTEGRITY ROAD WEALTH PARTNERS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2026 — INTEGRITY ROAD WEALTH PARTNERS LLC (HOUSTON, TX) is newly SEC-registered with $126.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.