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INTEGRA WEALTH ADVISORS, LLC
CRD 156216 · SEC 801-72397
4900 WOODWAY DRIVE, SUITE 1030, HOUSTON, TX, 77056-1847, United States
Phone
713-966-6156
Fax
832-408-7440
Registration
— (—)
Source
State registered
Total AUM
$117.3M
Discretionary AUM
$115.7M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $12.0M |
| High net worth individuals | 37 | $102.2M |
All web addresses on file
Official SEC filing: View on IAPD