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INTRUA FINANCIAL
INTRUA FINANCIAL LLC
CRD 281554 · SEC 801-106767
3737 BUFFALO SPEEDWAY, SUITE 400, HOUSTON, TX, 77098, United States
Phone
713-355-9910
Fax
713-355-1910
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.75B
Discretionary AUM
$1.36B
Team
53 total employees; 38 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2937 | $757.5M |
| High net worth individuals | 410 | $942.1M |
| Pension/profit sharing plans | 2 | $5.0M |
| Charitable organizations | 10 | $19.4M |
| Corporations/business entities | 21 | $23.1M |
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MI, MN, MS, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/ronsauvageau/
- https://www.linkedin.com/in/brad-doyle-b88b339a/
- https://www.facebook.com/chrissmithwealth
- https://www.linkedin.com/in/chrissmithwealth/
- https://www.linkedin.com/in/arthurdeluca/
- https://www.linkedin.com/in/my-ton-12923821/
- HTTPS://WWW.FACEBOOK.COM/INTRUA-FINANCIAL-166216213793145/
- HTTP://WWW.INTRUA.COM
- HTTPS://X.COM/INTRUA
- http://www.cornerstoneshreveport.com/
- https://www.linkedin.com/company/intrua-financial/
- https://www.freedomwealthalliance.com/
- https://www.facebook.com/FreedomWealthAlliance/
- https://www.linkedin.com/company/freedom-wealth-alliance
- https://www.linkedin.com/in/ana-maria-salas-cfp%C2%AE-ea-a43aba11/
- https://www.linkedin.com/in/darrenliberski/
- https://www.linkedin.com/in/bullett-manale/
Official SEC filing: View on IAPD