Integra Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated August 10, 2026, reports $117M in regulatory assets under management, 3 employees, and 185 accounts.
Assets Under Management
$117M
Employees
3
Offices
--
Total Clients
58
Primary office
HOUSTON, TX
4900 WOODWAY DRIVE, SUITE 1030, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.8% of total clients.
Top client categories% of clientsClients
1
HNWI
63.8%
37
2
Individuals
36.2%
21
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of August 10, 2026
Discretionary98.6%
$116M
99% of total RAUM98.6%
Non-discretionary1.4%
$2M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$117M
Total Accounts185
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee19:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2026. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.