Integra Wealth Advisors, LLC

Overview

Integra Wealth Advisors, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm reports a fee mix that includes asset-based fees, hourly charges and fixed fees. It does not identify as an ESG investor, is not positioned as a multi-state adviser or pension consultant, and describes its owner structure as a domestic entity with individual ownership. Integra registered with the SEC in 2026 and does not list itself as a capital allocator.

Assets & Accounts

Investments & Alternatives