Intrua Financial logo

Intrua Financial Employee Directory

Financial ServicesTexas, United States11-50 Employees

Intrua Financial is an independent wealth management firm offering broad financial solutions and advisory expertise to clients. It aims to engage beyond standard expectations to help clients build financial futures and, by extension, support their broader life goals. Securities are offered through LPL Financial, while Intrua Financial provides investment advice as a registered investment advisor and operates as a separate entity within the LPL framework. 

Based in Houston, Texas, the firm has a small to mid-sized team focused on delivering tailored guidance. In July 2023, Intrua Financial announced the opening of a new location in Fulton, Maryland, marking its expansion beyond its initial market.

Find Intrua Financial employees' phone numbers or email addresses

Intrua Financial Global Highlights

Location
Employees

North America
50

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  • United States Of America
    50

Intrua Financial's Leadership

  • Partner / Aif at Intrua Financial
    J. O.
    Partner / Aif
  • Partner at Intrua Financial
    J. H.
    Partner
  • Owner at Intrua Financial
    R. W.
    Owner
  • Investment Consultant / Portfolio Manager / Wealth Advisor at Intrua Financial
    E. K.
    Investment Consultant / Portfolio Manager / Wealth Advisor
  • Relationship Manager at Intrua Financial
    A. M. S. C.
    Relationship Manager
  • Business Operations Coordinator at Intrua Financial
    S. M.
    Business Operations Coordinator
  • Wealth Planning Coordinator at Intrua Financial
    C. C.
    Wealth Planning Coordinator

Intrua Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Entrepreneurship
  • Legal
  • Other
  • Sales

Contact profiles from Intrua Financial

Name
Title
Contact
Location
Last Update
  • Partner / Aif at Intrua Financial
    J. O.
    Partner / Aif
    Oct 17, 2024
  • Partner at Intrua Financial
    J. H.
    Partner
    Jun 30, 2026
  • Owner at Intrua Financial
    R. W.
    Owner
    Jun 08, 2026
  • Investment Consultant / Portfolio Manager / Wealth Advisor at Intrua Financial
    E. K.
    Investment Consultant / Portfolio Manager / Wealth Advisor
    Sep 18, 2026
  • Relationship Manager at Intrua Financial
    A. M. S. C.
    Relationship Manager
    Oct 17, 2024
  • Business Operations Coordinator at Intrua Financial
    S. M.
    Business Operations Coordinator
    Jun 27, 2026
  • Wealth Planning Coordinator at Intrua Financial
    C. C.
    Wealth Planning Coordinator
    May 08, 2026

Frequently Asked Questions

What is Intrua Financial known for?

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Intrua Financial was founded in 2015 and operates in the Financial Services industry. You can contact Intrua Financial's main corporate office by phone at . Explore Intrua Financial's company overview page for more information.

What is Intrua Financial's most common email format?

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Intrua Financial employees' email format typically follows the pattern of First@intrua.com. Trying to find reliable and up-to-date employee contact data? Find more Intrua Financial email formats with LeadIQ.

How many employees does Intrua Financial have currently?

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Intrua Financial has approximately 38 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Intrua Financial's key employees and leadership?

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As of September 2026, Intrua Financial's key employees include:

  • Partner / Aif: J. O.
  • Partner: J. H.
  • Owner: R. W.
  • Investment Consultant / Portfolio Manager / Wealth Advisor: E. K.
  • Relationship Manager: A. M. S. C.

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