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INTEGROUS WEALTH STRATEGIES

HAMILTON, NJ · CRD 340613 · IAPD ↗ · infinancial.com · 609-586-9308

$216.2MRegulatory AUM
3Advisory reps
6Employees
7Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

70
October 2026 — INTEGROUS WEALTH STRATEGIES reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
June 2026 — INTEGROUS WEALTH STRATEGIES (HAMILTON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 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.