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Integra Wealth Advisors, LLC

EST. AUM
$117,322,316

CONTACTS

CLIENT ACCOUNTS
185

Firm Details

Metro area Houston
CRD Number 156216
Website integrawealthadvisors.com
Client types

Overview

Integra Wealth Advisors, LLC is an independent, fee-only registered investment adviser headquartered in Houston, Texas. Founded in 2011, the firm provides integrated wealth management to individuals, high-net-worth families, trusts, estates and business owners. Its services combine comprehensive financial planning, investment management and family-office support. Planning capabilities include retirement, estate, tax, education, insurance, employee-benefit and legacy planning. Integra builds diversified portfolios based on client goals, risk tolerance and tax considerations using both active and passive managers. The firm also conducts external manager searches, selection and monitoring and may incorporate alternative investment strategies when appropriate.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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