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INTEGRA WEALTH ADVISORS, LLC

CRD 156216 · SEC 801-72397

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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

TypeClientsAUM
Individuals21$12.0M
High net worth individuals37$102.2M

All web addresses on file

Official SEC filing: View on IAPD