# Integra Wealth Advisors, LLC

> Integra Wealth Advisors, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 156216
- Filed as: INTEGRA WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156216
- AdvisorCensus page: https://advisorcensus.com/firm/integra-wealth-advisors-llc-houston-tx-156216

## Quick answers

**How is Integra Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integra Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Integra Wealth Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated June 26, 2026 states: Up to $500,000: 0.9% a year; $500,000 to $1,000,000: 0.75% a year; $1,000,000 to $2,000,000: 0.6% a year; Above $2,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Integra Wealth Advisors, LLC located?**
Integra Wealth Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Integra Wealth Advisors, LLC registered with the SEC or a state?**
Integra Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 156216.

**How much does Integra Wealth Advisors, LLC manage?**
Integra Wealth Advisors, LLC reports $117,322,316 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (99% discretionary).

**What types of clients does Integra Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (21).

**Which custodians does Integra Wealth Advisors, LLC use?**
Integra Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Integra Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156216

**What changed in Integra Wealth Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 26, 2026)

- Up to $500,000: 0.9% a year
- $500,000 to $1,000,000: 0.75% a year
- $1,000,000 to $2,000,000: 0.6% a year
- Above $2,000,000: 0.5% a year

> STANDARD FEE SCHEDULE Portfolio Size Quarterly Fee Annual Fee First $500,000 .225% .90% Next $500,000 .188% .75% Next $1,000,000 .150% .60% Over $2,000,000 .125% .50%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $117,322,316
- Discretionary: $115,707,072
- Non-discretionary: $1,615,244

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $11,983,294 |
| High net worth individuals | 37 | $102,160,025 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,178,997 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrawealthadvisors.com
- LinkedIn @integra-wealth-advisors-llc

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integra Wealth Advisors, LLC (CRD 156216): Form ADV filing data as of October 2026.