INTEGRA WEALTH ADVISORS, LLC

Overview

Integra Wealth Advisors, LLC is an independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-assets, hourly, and fixed fees and operates as a domestically owned LLC. It is not set up as a capital allocator or pension consultant, is not a multi-state adviser, and does not position itself as an active ESG investor. Investment activity centers on managed, pooled products rather than in‑house alternative provisioning. The ADV indicates the adviser relies heavily on external managers and third‑party funds to implement client strategies. Portfolios are predominantly discretionary: the vast majority of assets are managed under discretionary authority, allowing the firm to make tactical and strategic allocations across mutual funds and other managed vehicles on behalf of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices