| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn Elizabeth Douglas Control | Principal/Owner/Chief Compliance Officer | Under 5% | 2014 |
| George Michael Douglas Control | Chief Investment Officer | Under 5% | 2023 |
| Magick Partners, LLC Control | Member | Over 75% | 2011 |
Integra Wealth Advisors, LLC reports $117.3 million in regulatory assets under management on its Form ADV.
Integra Wealth Advisors, LLC reports 3 employees.
Integra Wealth Advisors, LLC is based in Houston, TX.
Integra Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4900 Woodway Drive, Suite 1030, Houston, TX 77056-1847 |
| Office hours | 8:30 - 5:30 |
| Discloses disciplinary history | No |
| Discretionary | $115.7M |
| Non-discretionary | $1.6M |
| Total (RAUM) | $117.3M |