CRD: 333154
Integrity Road Wealth Partners LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-10-2024
- Office Locations
- 1
Office Locations
About Integrity Road Wealth Partners LLC
Integrity Road Wealth Partners is a Houston-based, fee-only RIA providing financial planning and private wealth management for high-achieving multigenerational families and professionals (retirees, executives, business owners). Services include ongoing planning, portfolio management, charitable and cash-flow planning, tax planning support, and coordination with tax/estate professionals, with tax-aware asset location as a core discipline. Custodies with Charles Schwab and offers a CKA-informed, biblically integrated planning option for Christian clients.
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Owner & Executives
JUSTIN ALEXANDER REEDE
Chief Compliance Officer, Managing Member, President
- CRD
- #6644765
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Kaden Kozsuch
--
- CRD
- #8152597
Jonathan David McAlister
--
- CRD
- #7314820
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,819,424 | $435,984 |
| Non-Discretionary | $2,143,200 | $214,320 |
| Total | $125,962,624 | $428,444 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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