CRD: 333154
Integrity Road Wealth Partners LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 3 advisory representatives and 66 clients, or 22 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Integrity Road Wealth Partners LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Integrity Road Wealth Partners LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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