INTEGRA WEALTH ADVISORS, LLC
CRD #156216 SEC #801-72397 HOUSTON, TX 713-966-6156
SEC Registered
Total AUM
$26.2M
Discretionary
$19.4M
Employees
1
Clients
1
Accounts
56
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 10, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOUGLAS, CAROLYN, ELIZABETH | I | PRINCIPAL/OWNER | C | Control |
| DOUGLAS, CAROLYN, ELIZABETH | I | PRINCIPAL/OWNER | C | Control |
| DOUGLAS, CAROLYN, ELIZABETH | I | PRINCIPAL/OWNER | C | Control |
| MAGICK PARTNERS, LLC | DE | MEMBER | C | Control |
| MAGICK PARTNERS, LLC | DE | MEMBER | C | Control |
| MAGICK PARTNERS, LLC | DE | MEMBER | C | Control |
| MAGICK PARTNERS, LLC | DE | MEMBER | C | Control |
| MAGICK PARTNERS, LLC | DE | MEMBER | C | Control |
| MAGICK PARTNERS, LLC | DE | MEMBER | C | Control |
| MAGICK PARTNERS, LLC | DE | MEMBER | C | Control |
| MAGICK PARTNERS, LLC | DE | MEMBER | C | Control |
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | C | Control |
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | C | Control |
| PIKE, SHANNON, JON | I | PRINCIPAL/OWNER/CHIEF COMPLIANCE OFFICER | C | Control |
| STREUNER PARTNERS, LLC | DE | MEMBER | C | Control |
| STREUNER PARTNERS, LLC | DE | MEMBER | C | Control |
| STREUNER PARTNERS, LLC | DE | MEMBER | C | Control |
| STREUNER PARTNERS, LLC | DE | MEMBER | C | Control |
| STREUNER PARTNERS, LLC | DE | MEMBER | C | Control |
| STREUNER PARTNERS, LLC | DE | MEMBER | C | Control |
| STREUNER PARTNERS, LLC | DE | MEMBER | C | Control |
| STREUNER PARTNERS, LLC | DE | MEMBER | C | Control |
| AFFINITY PLANNING SOLUTIONS, LLC | DE | MEMBER | B | Control |
| AFFINITY PLANNING SOLUTIONS, LLC | DE | MEMBER | B | Control |
| AFFINITY PLANNING SOLUTIONS, LLC | DE | MEMBER | B | Control |
| AFFINITY PLANNING SOLUTIONS, LLC | DE | MEMBER | B | Control |
| AFFINITY PLANNING SOLUTIONS, LLC | DE | MEMBER | B | Control |
| AFFINITY PLANNING SOLUTIONS, LLC | DE | MEMBER | B | Control |
| AFFINITY PLANNING SOLUTIONS, LLC | DE | MEMBER | B | Control |
| AFFINITY PLANNING SOLUTIONS, LLC | DE | MEMBER | B | Control |
| GUINN, PAIGE, PICKAR | I | PRINCIPAL/OWNER | B | Control |
| GUINN, PAIGE, PICKAR | I | PRINCIPAL/OWNER | B | Control |
| GUINN, PAIGE, PICKAR | I | PRINCIPAL/OWNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DOUGLAS, CAROLYN, ELIZABETH | I | MAGICK PARTNERS, LLC | E | Control |
| DOUGLAS, CAROLYN, ELIZABETH | I | MAGICK PARTNERS, LLC | E | Control |
| DOUGLAS, CAROLYN, ELIZABETH | I | MAGICK PARTNERS, LLC | E | Control |
| DOUGLAS, CAROLYN, ELIZABETH | I | MAGICK PARTNERS, LLC | E | Control |
| DOUGLAS, CAROLYN, ELIZABETH | I | MAGICK PARTNERS, LLC | E | Control |
| DOUGLAS, CAROLYN, ELIZABETH | I | MAGICK PARTNERS, LLC | E | Control |
| DOUGLAS, CAROLYN, ELIZABETH | I | MAGICK PARTNERS, LLC | E | Control |
| DOUGLAS, CAROLYN, ELIZABETH | I | MAGICK PARTNERS, LLC | E | Control |
| GUINN, PAIGE, PICKAR | I | AFFINITY PLANNING SOLUTIONS, LLC | E | Control |
| GUINN, PAIGE, PICKAR | I | AFFINITY PLANNING SOLUTIONS, LLC | E | Control |
| GUINN, PAIGE, PICKAR | I | AFFINITY PLANNING SOLUTIONS, LLC | E | Control |
| GUINN, PAIGE, PICKAR | I | AFFINITY PLANNING SOLUTIONS, LLC | E | Control |
| GUINN, PAIGE, PICKAR | I | AFFINITY PLANNING SOLUTIONS, LLC | E | Control |
| GUINN, PAIGE, PICKAR | I | AFFINITY PLANNING SOLUTIONS, LLC | E | Control |
| GUINN, PAIGE, PICKAR | I | AFFINITY PLANNING SOLUTIONS, LLC | E | Control |
| GUINN, PAIGE, PICKAR | I | AFFINITY PLANNING SOLUTIONS, LLC | E | Control |
| PIKE, SHANNON, JON | I | STREUNER PARTNERS, LLC | E | Control |
| PIKE, SHANNON, JON | I | STREUNER PARTNERS, LLC | E | Control |
| PIKE, SHANNON, JON | I | STREUNER PARTNERS, LLC | E | Control |
| PIKE, SHANNON, JON | I | STREUNER PARTNERS, LLC | E | Control |
| PIKE, SHANNON, JON | I | STREUNER PARTNERS, LLC | E | Control |
| PIKE, SHANNON, JON | I | STREUNER PARTNERS, LLC | E | Control |
| PIKE, SHANNON, JON | I | STREUNER PARTNERS, LLC | E | Control |
| PIKE, SHANNON, JON | I | STREUNER PARTNERS, LLC | E | Control |
Registrations
Federal
IA
Jul 10, 2012 REGISTERED
Notice Filings (1)
TX
Address
4900 WOODWAY DRIVESUITE 1030
HOUSTON, TX 77056
United States
Phone: 713-966-6156