Integra Wealth Advisors, LLC
CRD 156216SEC# 801-136858Houston, TX
No longer SEC-registered. Integra Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$117.3M
Employees
3
Accounts
185
Location
Houston, TX
Integra Wealth Advisors, LLC assets under management
Integra Wealth Advisors, LLC is an SEC-registered investment adviser based in Houston, TX. It reports $117.3 million in regulatory assets under management and employs 3 people.
Integra Wealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn Elizabeth Douglas Control | Principal/Owner/Chief Compliance Officer | Under 5% | 2014 |
| George Michael Douglas Control | Chief Investment Officer | Under 5% | 2023 |
| Magick Partners, LLC Control | Member | Over 75% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Integra Wealth Advisors, LLC manage?
Integra Wealth Advisors, LLC reports $117.3 million in regulatory assets under management on its Form ADV.
How many employees does Integra Wealth Advisors, LLC have?
Integra Wealth Advisors, LLC reports 3 employees.
Where is Integra Wealth Advisors, LLC located?
Integra Wealth Advisors, LLC is based in Houston, TX.
Does Integra Wealth Advisors, LLC disclose fund performance?
Integra Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4900 Woodway Drive, Suite 1030, Houston, TX 77056-1847 |
| Office hours | 8:30 - 5:30 |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$117.3Mregulatory AUM
Discretionary $115.7MNon-discretionary $1.6M