Integrous Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Integrous Wealth Strategies reports 441 clients. They include 386 individual clients and 55 high-net-worth individuals. Of its assets, 100.0% ($216M across 636 accounts) are managed with discretion. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 55% |
| High-net-worth individuals | 12% | 45% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 386 | $119M | 55.2% | $309K |
| High-net-worth individuals | 55 | $96.9M | 44.8% | $1.76M |
| Total | 441 | $216M | 100% | $490K |
- Clients
- 386
- Regulatory AUM
- $119M
- AUM share
- 55.2%
- Avg. per client
- $309K
- Clients
- 55
- Regulatory AUM
- $96.9M
- AUM share
- 44.8%
- Avg. per client
- $1.76M
Total
- Clients
- 441
- Regulatory AUM
- $216M
- AUM share
- 100%
- Avg. per client
- $490K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Integrous Wealth Strategies charges 1.00%–2.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 2.00% |
| $500K–$2M | 1.50% |
| $2M and above | 1.00% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee of up to $50,000, or an hourly fee of up to $1,500, depending on complexity.
Sean Callagy owns 25% to 50% of Integrous Wealth Strategies. The leadership team of Integrous Wealth Strategies includes Chief Compliance Officer Carly Kleiman. It has 6 employees, 3 of them in advisory roles.
Leadership
- Carly KleimanChief Compliance Officer
- David BailinManaging Director
- Nancy BailinManaging Director
- Sean CallagyMember
- Jaslynn VesuvioMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 4 broker-dealer reps
- 4 insurance agents
- Owns 25% to 50% of Integrous Wealth Strategies LLC
Sean Callagy
Control person · since May 2026
- Owns 25% to 50% of Integrous Wealth Strategies LLC
Jaslynn Vesuvio
Control person · since May 2026
- Owns 10% to 25% of Integrous Wealth Strategies LLC
Bailin Wealth Strategies LLC
Control person · since May 2026
- Owns 50% to 75% of Bailin Wealth Strategies LLC
David Bailin
Control person · since May 2026
- Owns 50% to 75% of Bailin Wealth Strategies LLC
Nancy Bailin
Control person · since May 2026
Besides its headquarters, Integrous Wealth Strategies has 1 office (1 private residence, listed without an address), with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 2277 Route 33, Suite 415, HamiltonHQ
Contact and registration details
- Legal name
- Integrous Wealth Strategies LLC
- Headquarters
- 2277 Route 33, Suite 415, Hamilton, NJ 08690
- Website
- Not reported
- Phone
- 609-586-9308
- SEC file
- 801-136294
- Structure
- New Jersey LLC
- Fiscal year end
- December
Integrous Wealth Strategies does not have custody of client assets.
At year end, Integrous Wealth Strategies’ separately managed accounts were mostly in stocks (69%) and funds (30%).
What the accounts hold
- Stocks69%
- Funds30%
- Cash1%
How many clients does Integrous Wealth Strategies have?
Integrous Wealth Strategies has 441 clients and manages $216 million for them, as of September 2026. They include 386 individual clients and 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Integrous Wealth Strategies offer?
Integrous Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Integrous Wealth Strategies charge?
Integrous Wealth Strategies charges 1.00%–2.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: INTEGROUS WEALTH STRATEGIES ADV PART 2A 09/18/2026, filed 18 September 2026
How many financial advisors does Integrous Wealth Strategies have?
Integrous Wealth Strategies has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrous Wealth Strategies invest in?
At the end of its last fiscal year, Integrous Wealth Strategies’ separately managed accounts held 69% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Integrous Wealth Strategies?
Integrous Wealth Strategies is owned through a holding company by David and Nancy Bailin. Its direct owners are Bailin Wealth Strategies LLC, Sean Callagy and Jaslynn Vesuvio, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Integrous Wealth Strategies get paid?
Integrous Wealth Strategies is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Integrous Wealth Strategies?
Integrous Wealth Strategies’ main office is at 2277 Route 33, Suite 415, Hamilton, NJ 08690. Its phone number is 609-586-9308.