Integrous Wealth Strategies LLC
● SEC registered since 2026CRD 340613SEC# 801-136294Hamilton, NJ
Reg. AUM
$216.2M
Employees
6
Accounts
636
Location
Hamilton, NJ
About Integrous Wealth Strategies
Integrous Wealth Strategies is associated with IN Financial, which designs strategic wealth architecture for business owners, real estate professionals, and licensed practitioners. It offers protection, growth, and income strategies including insurance, annuities, retirement income, and estate planning tailored to high earners.
Summary based on the firm’s website.
Integrous Wealth Strategies LLC assets under management
Integrous Wealth Strategies LLC is an investment advisory firm registered with the SEC based in Hamilton, NJ. The firm has been registered since 2026. It reports $216.2 million in regulatory assets under management and employs 6 people.
Integrous Wealth Strategies LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bailin Wealth Strategies LLC Control | Member | 10-25% | 2026 |
| Carly Lara Kleiman | Chief Compliance Officer | Under 5% | 2026 |
| David Lawrence Bailin Control | Managing Director | Under 5% | 2026 |
| Jaslynn Vesuvio Control | Member | 25-50% | 2026 |
| Nancy Lutschaunig Bailin Control | Managing Director | Under 5% | 2026 |
| Sean Callagy Control | Member | 25-50% | 2026 |
| David Lawrence Bailin Control | Member And Manager | 50-75% | 2026 |
| Nancy Lutschaunig Bailin Control | Member And Manager | 50-75% | 2026 |
Frequently asked questions
How much does Integrous Wealth Strategies LLC manage?
Integrous Wealth Strategies LLC reports $216.2 million in regulatory assets under management on its Form ADV.
How many employees does Integrous Wealth Strategies LLC have?
Integrous Wealth Strategies LLC reports 6 employees.
Where is Integrous Wealth Strategies LLC located?
Integrous Wealth Strategies LLC is based in Hamilton, NJ and has been SEC-registered since 2026.
Does Integrous Wealth Strategies LLC disclose fund performance?
Integrous Wealth Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2277 Route 33, Suite 415, Hamilton, NJ 08690 |
| Phone | 609-586-9308 |
| Fax | 609-586-9308 |
| Office hours | 8:30 To 4:30 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$216.2MNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$216.2Mregulatory AUM
Discretionary $216.2M