Integrity Road Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 8, 2026, reports $126M in regulatory assets under management, 3 employees, and 294 accounts.
Assets Under Management
$126M
Employees
3
Offices
--
Total Clients
66
Primary office
HOUSTON, TX
820 GESSNER ROAD, SUITE 300, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.6% of total clients.
Top client categories% of clientsClients
1
HNWI
63.6%
42
2
Individuals
36.4%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of April 8, 2026
Discretionary98.3%
$124M
98% of total RAUM98.3%
Non-discretionary1.7%
$2M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$126M
Total Accounts294
10Y AUM Change+$26M (+25.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee22:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.