I
$65.6M Total AUM
$65.6M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
3 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Legacy deltaPioneer capital
- Established Date
- 12-19-2022
- Office Locations
- 1
Office Locations
321 S Boston AVE Suite 300 Tulsa OK
About Integra Private Wealth Management, LLC
Integra Private Wealth Management is a Tulsa, OK-based boutique RIA providing holistic wealth management for individuals, including financial planning, tax and estate planning coordination, risk management, and insurance guidance, with business-succession support for entrepreneurs and athletes. Portfolios emphasize diversified asset allocation using ETFs and municipal bonds; custody relationships include Charles Schwab.
Team overview
-- AVG AGE
$65.6M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Value Peak unison Pioneer catalyst Delta
Client Personas
Beacon horizon Eagle value
Custodian
Ridge harbor Ember Optima
Investment Themes
Radial bridge Beacon signal
Investment Vehicles
Matrix vertex Frontier fusion
Services
Summit Element foundation Pioneer timber Pioneer pioneer Vector Wave optima North atlas
Technology
Ember Unison matrix
Owner & Executives
MARQUAY JOVON BAUL
Chief Compliance Officer
- CRD
- #5135810
- Ownership
- 75% or more
(841) 896-7139
summit.wave@signalcapital.com
in linkedin.com/in/peak-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,607,589 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,607,589 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,607,589
Municipal Bonds:
10.3% Cash:
19.2% Equity - OTC:
20.5% Equity - Exchange:
17.4% Corporate - Investment Grade:
10.6% U.S. Government/Agency:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $640,056,477 | 10.3% |
| Cash | $1,193,114,986 | 19.2% |
| Equity - OTC | $1,273,898,813 | 20.5% |
| Equity - Exchange | $1,081,260,456 | 17.4% |
| Corporate - Investment Grade | $658,698,898 | 10.6% |
| U.S. Government/Agency | $1,367,110,921 | 22.0% |
| Total | $6,214,140,551 | 100.0% |