Integra Private Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,607,589
Total clients
15
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$4,373,839
About
Integra Private Wealth Management is a small, independent advisory firm that provides discretionary investment management, financial planning, and employee benefit/retirement plan advisory to a concentrated client base that includes professional athletes, entertainment industry professionals, high-net-worth individuals, trusts, charities, businesses and qualified retirement plans. The firm also offers non-discretionary advice for assets held in insurance products and employer-sponsored plans.
The firm’s investment approach is grounded in Modern Portfolio Theory and a long-term, evidence-based allocation philosophy, implemented primarily through passive mutual funds, ETFs, DFA strategies, individual equities and conservative fixed income; planning and portfolio construction are supported by written investment policy statements, allocation software and Monte Carlo analysis. Integra may retain third‑party sub‑advisers for fixed‑income management and uses model portfolios and options or interval/alternative funds selectively when consistent with a client’s objectives and liquidity needs.
What distinguishes Integra from many peers is its combination of wealth management with affiliated business-management services that include bill‑pay, bookkeeping and accounting support, and its advisor’s licensed activity in insurance distribution; these affiliated activities have custodial implications and subject the firm to an annual surprise custody exam. The firm also provides pension consulting and participant education for retirement plans and manages a relatively small roster of clients with a materially larger asset base per client than typical for firms of its size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Passive / index investing
Tax-loss harvesting
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Professional Athlete
Entertainment Industry
Fee options
Financial Planning Services fixed fees typically range from $2,500 - $10,000
$0+: 1.25% annually (Investment Management Services) $0 - $1,000,000: 0.90% annually (Total Retirement Plan Fee) $1,000,001 - $5,000,000: 0.60% annually (Total Retirement Plan Fee) $5,000,001 - $10,000,000: 0.33% annually (Total Retirement Plan Fee) $10,000,001+: 0.20% annually (Total Retirement Plan Fee)
$250-$500 per hour for Financial Planning Services
Account minimum: $500,000 Fee-only: Financial Planning Services: $250-$500 per hour or fixed fees ranging from $2,500 - $10,000
Main office location
Integra Private Wealth Management, LLC
321 S. Boston Ave, Suite 300
Tulsa OK 74103, United States
Number of offices
1
Most active in
Integra Private Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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