{"url":"https://nivawealth.com/firms/integrous-wealth-strategies-340613","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340613","regulatoryAum":216170964,"crd":"340613","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1835995","suffix":null,"lastName":"BAILIN","firstName":"DAVID","middleName":"LAWRENCE"},{"crd":"7474565","suffix":null,"lastName":"MINDAS","firstName":"IAN","middleName":null},{"crd":"6556028","suffix":null,"lastName":"RICE","firstName":"JUSTIN","middleName":"WILLIAM"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136294","legalName":"Integrous Wealth Strategies LLC","displayName":"Integrous Wealth Strategies","slug":"integrous-wealth-strategies-340613","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Integrous Wealth Strategies offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Integrous Wealth Strategies charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Integrous Wealth Strategies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Integrous Wealth Strategies invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Integrous Wealth Strategies?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Integrous Wealth Strategies get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Integrous Wealth Strategies?","answer":"Integrous Wealth Strategies’ main office is at 2277 Route 33, Suite 415, Hamilton, NJ 08690. Its phone number is 609-586-9308.","source":"Form ADV Part 1A, Item 1.F, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}