What departments does Intrua Financial have?

Intrua Financial has employees across 3 departments including Finance, Consultant, Operations.

What is the largest department at Intrua Financial?

The largest department at Intrua Financial is Finance with 6 employees.

Where are Intrua Financial employees located globally?

Intrua Financial has employees across 1 continents and 1 countries including United States Of America.

How has Intrua Financial's team size changed over time?

Intrua Financial's team has remained stable from approximately 38 to 38 employees based on available data.

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.

Intrua Financial Global Highlights

North America
51

United States Of America
51

Intrua Financial's Leadership

L. B.
Chief Compliance Officer
Mobile Phone
Email
S. L.
Chief Investment Officer
Mobile Phone
Email
J. O.
Partner / Aif
Mobile Phone
Email
J. H.
Partner
Mobile Phone
Email
R. W.
Owner
Mobile Phone
Email
A. B.
Vice President
Mobile Phone
Email
C. G.
Director Of Financial Planning
Mobile Phone
Email
E. K.
Investment Consultant / Portfolio Manager / Wealth Advisor
Mobile Phone
Email

Intrua Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Entrepreneurship
Legal
Other
Accounting
Sales

Contact profiles from Intrua Financial

Name

Title

Contact Info

Location

Last Update

M. W.
Financial Advisor
Mobile Phone
Email
United StatesKansas
Apr 15, 2026
K. R.
Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Jun 30, 2026
P. S.
Wealth Management Advisor
Mobile Phone
Email
United StatesWisconsin
Jun 25, 2026
G. O.
Independent Wealth Advisor
Mobile Phone
Email
United StatesMississippi
Jun 08, 2026
D. L. C.
Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Jun 30, 2026
S. M.
Business Operations Coordinator
Mobile Phone
Email
Jun 27, 2026
C. C.
Wealth Planning Coordinator
Mobile Phone
Email
May 08, 2026

Frequently Asked Questions

What is Intrua Financial known for?

Intrua Financial was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 3737 Buffalo Speedway Suite 400 Houston, Texas 77098 United States; you can contact the main corporate office by phone at

+1-281-491-****

. Explore Intrua Financial's company overview page for more information.

What is Intrua Financial's most common email format?

Intrua Financial employees' email format typically follows the pattern of . 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?

Intrua Financial has approximately 39 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Intrua Financial's key employees and leadership?

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

Chief Compliance Officer: L. B.
Chief Investment Officer: S. L.
Partner / Aif: J. O.
Partner: J. H.
Owner: R. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Intrua Financial Employee Directory

Find Intrua Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead