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INTEGRA WEALTH ADVISORS, LLC

HOUSTON, TX · CRD 156216 · IAPD ↗ · integrawealthadvisors.com · 713-966-6156

$117.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — INTEGRA WEALTH ADVISORS, LLC (HOUSTON, TX) is newly SEC-registered with $117.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.