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Integra Wealth Advisors, LLC

Integra Wealth Advisors, LLC. CRD 156216

Integra Wealth Advisors, LLC logo

CRD: 156216

Integra Wealth Advisors, LLC

Houston, TX, 77056
7139666156
$117.3M Total AUM
$115.7M Disc. AUM
-- 3Y CAGR
3 Employees
58 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Vanguard
Clients
Retail and Institutional
Platforms
PrimeBeacon bridge
Established Date
11-17-2011
Office Locations
1

Office Locations

4900 Woodway Drive Suite 1030 Houston TX

About Integra Wealth Advisors, LLC

Integra Wealth Advisors is an independent, fee-only RIA in Houston providing integrated Financial Life Planning and disciplined investment management. The firm uses a values-based discovery process to align portfolios with clients’ goals and risk tolerance, then helps implement recommendations and monitors progress. Serves individuals, families, and business owners, with 50+ years of combined principal experience; portfolios commonly use public funds and ETFs.

Team overview

57 AVG AGE
$58.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
8.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Zenith north Summit horizon

Client Personas

Prime

Custodian

Bridge ember

Investment Themes

Atlas Crest

Investment Vehicles

Signal matrix

Services

Frontier matrix Delta insight Atlas pioneer Signal unison Eagle Vital Momentum ridge Bridge

Technology

Crest Legacy

Owner & Executives

CAROLYN ELIZABETH DOUGLAS

CAROLYN ELIZABETH DOUGLAS

Chief Compliance Officer, Founder, Owner, PRINCIPAL

CRD
#2404396
Ownership
Less than 5%
(756) 651-7490
zenith.ridge@pioneercapital.com
in linkedin.com/in/eagle-radial
GEORGE MICHAEL DOUGLAS

GEORGE MICHAEL DOUGLAS

Advisor, Chief Investment Officer

CRD
#1788123
Ownership
Less than 5%
(338) 757-7546
oak.harbor@matrixcapital.com
in linkedin.com/in/pioneer-oak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-10-2012
Category Assets AVG. Account size
Discretionary $115,707,072 $380,126
Non-Discretionary $1,615,244 $1,363,445
Total $117,322,316 $467,922

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Separately Managed Accounts

Total SMA Asset: $117,322,316

$117.3M Total SMA
Public Funds:
16.0%
Cash:
29.2%
Equity - Exchange:
35.0%
U.S. Government/Agency:
19.8%
Asset class Assets Assets %
Public Funds $1,139,549,056 16.0%
Cash $2,079,677,027 29.2%
Equity - Exchange $2,492,763,560 35.0%
U.S. Government/Agency $1,410,191,958 19.8%
Total $7,122,181,601 100.0%

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