Falists
← Back to search

INTEGRA PRIVATE WEALTH MANAGEMENT, LLC

CRD 323816

Visit website

321 S. BOSTON AVE, SUITE 300, TULSA, OK, 74103, United States

Phone

918-984-9203

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$65.6M

Discretionary AUM

$65.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
High net worth individuals15$65.6M

All web addresses on file

Official SEC filing: View on IAPD