Data / Investment advisers / Texas / Integra Wealth Advisors, LLC
Integra Wealth Advisors, LLC, Houston, TX: $117 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Integra Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $117 million in regulatory assets under management in its Form ADV filed August 10, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 156216
- SEC file number
- 801-136858
- SEC status
- Approved, effective August 11, 2026
- Main office
- 4900 Woodway Drive Suite 1030, Houston, TX 77056
- Phone
- (713) 966-6156
- Website
- integrawealthadvisors.com
- Regulatory AUM
- $117,322,316 in the Form ADV filed August 10, 2026
- Discretionary AUM
- $115,707,072
- Non discretionary AUM
- $1,615,244
- Accounts
- 185
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $102.2 million |
| Individuals (other than high net worth individuals) | 21 | $12 million |
| Corporations or other businesses | Fewer than 5 | $3.2 million |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kanos Capital Management, LLC | Houston | $133.2 million | Not listed | adviserinfo.sec.gov |
| Blackgold Capital Management LP | Houston | $133 million | 7 | adviserinfo.sec.gov |
| Usca Asset Management LLC | Houston | $132.1 million | 24 | adviserinfo.sec.gov |
| Integrity Road Wealth Partners LLC | Houston | $126 million | Not listed | adviserinfo.sec.gov |
| Emergent Capital Advisors, LLC | Houston | $124.1 million | 1 | adviserinfo.sec.gov |
| Third Gear Capital Management LP | Houston | $115.7 million | 1 | adviserinfo.sec.gov |
| Finamex Asset Management, LLC | Houston | $113.9 million | Not listed | adviserinfo.sec.gov |
| Catalyst Wealth Management LLC | Houston | $105 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Integra Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.