RIA Intel›Advisers›Oklahoma›INTEGRA PRIVATE WEALTH MANAGEMENT, LLC

INTEGRA PRIVATE WEALTH MANAGEMENT, LLC

Advisory

TULSA, OK

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in OK

#118

of 142 advisers by AUM

Average account

$1M

across 46 accounts

AUM per adviser

$66M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA, OK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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STEP BY STEP FINANCIAL, LLC

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