Integra Wealth

Overview

Integra Wealth operates as an independent registered investment adviser structured as an LLC that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, and also functions as an insurance broker. Its business model is flexible on fees — charging a percentage of assets under management alongside hourly, fixed and performance-based arrangements — which supports both ongoing advisory relationships and project-based engagements. Investment-wise, Integra Wealth runs a concentrated public-funds–centric approach, with the bulk of client assets held in mutual funds and other pooled public products. The firm acts as a capital allocator when appropriate, selectively bringing in third-party managers — notably for real estate exposure — rather than building a broad in-house alternative platform. Integra Wealth is not positioned as an ESG-focused investor and appears to manage its operations from a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices