Integra Wealth Advisors, LLC: new SEC registration, $117M AUM, Houston, TX
Integra Wealth Advisors, LLC (Houston, Texas): new SEC registration, $117M AUM, Houston, TX. Its amount of 117 is below the median of 134 (34th percentile). Dated 85 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 117 · 34th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Integra Wealth Advisors, LLC |
| Legal name | Integra Wealth Advisors, LLC |
| CRD | 156216 |
| Status | Approved |
| Registered with the SEC | 2026-08-11 |
| Latest Form ADV filing | 2026-08-10 |
| Location | Houston, TX, United States |
| Regulatory AUM | $117,322,316 |
| Accounts | 185 |
| Employees | 3 |
| Website | HTTP://WWW.INTEGRAWEALTHADVISORS.COM |
| amount percentile | 34th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-11
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TX first): Eight Partners Vc, LLC · The Energy & Minerals Group LP · Guidestone Investment Services · Pan Capital Management LP · Paradigm Global Investors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Integra Wealth Advisors, LLC and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Integra Wealth Advisors, LLC's amount: 34th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $117M under management.
- Website on file.
What is the NewRiaPulse record for Integra Wealth Advisors, LLC in Houston, Texas?
Integra Wealth Advisors, LLC received SEC registration as an investment adviser (2026-08-11) with $117,322,316 in regulatory assets under management, based in Houston, TX.
How does Integra Wealth Advisors, LLC compare to other Texas NewRiaPulse records?
Its amount of 117 is below the median (34th percentile); smaller records often move faster and face less competition. It is 85 days old; check the official source for later updates before acting.
Integra Wealth Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Integra Wealth Advisors, LLC | Houston, TX | 117 | 34th | 2026-08-11 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.