INTEGRA PRIVATE WEALTH MANAGEMENT, LLC

Overview

Integra Private Wealth Management, LLC is an independent, individual-owned registered investment adviser structured as an LLC that serves primarily high-net-worth individuals and families. The firm acts as a capital allocator, using third-party managers as part of its lineup, and charges clients via a mix of percentage-of-AUM fees, hourly engagements, and fixed-fee arrangements. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor and lists industry affiliations with an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives