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Integra Wealth Advisors
Integra Wealth Advisors is an independent, fee-only wealth management firm. It integrates Financial Life Planning™ with disciplined investment management and...
Overview
Integra Wealth Advisors is an independent, fee-only wealth management firm. It integrates Financial Life Planning™ with disciplined investment management and client service.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Integra Wealth Advisors?
The firm does not publicly name its principals or CIO. Investment decisions are handled internally by the firm's senior professionals. Public record information on specific executives is limited.
Does Integra Wealth Advisors participate in fund commitments or only direct deals?
The firm employs a blended approach, allocating capital both through third-party funds and direct investments. Public records show limited exposure to commingled fund interests alongside private placements. This dual strategy provides portfolio diversification.
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