Integra Wealth Advisors, LLC
Integra Wealth Advisors, LLC is an SEC-registered wealth manager with $117.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Integra Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156216, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $117.3M (2026-06-26)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 58
- CRD
- 156216
- Ownership
- PIKE, SHANNON, JON; GUINN, PAIGE, PICKAR; DOUGLAS, CAROLYN, ELIZABETH; MAGICK PARTNERS, LLC; STREUNER PARTNERS, LLC
How much AUM does Integra Wealth Advisors, LLC have?
Integra Wealth Advisors, LLC reported $117.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Integra Wealth Advisors, LLC?
Disclosed owners and executives of Integra Wealth Advisors, LLC include PIKE, SHANNON, JON, GUINN, PAIGE, PICKAR, DOUGLAS, CAROLYN, ELIZABETH, MAGICK PARTNERS, LLC, STREUNER PARTNERS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.