INTEGRA WEALTH

INTEGRA WEALTH is an SEC-registered investment adviser (CRD 325703). Regulatory assets under management: $25.3M.

Registration

• CRD: 325703
• Type: Registered investment adviser
• Phone: 786-438-5580
• Latest filing: 2026-03-17
• Regulatory AUM: $25.3M
• Discretionary AUM: $18.1M
• Non-discretionary AUM: $7.2M
• Clients: 1
• Accounts: 95

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325703 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search