Integra Wealth Advisors, Llc
- Regulatory AUM
- $117M
- Discretionary
- $116M
- Clients
- 58
- Avg AUM / client
- $2.0M
- Accounts
- 185
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $12.0M | 10.2% |
| High net worth individuals | 37 | $102M | 87.1% |
| Corporations and other businesses | Fewer than 5 clients | $3.2M | 2.71% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paige Pickar Guinn | Managing Member | CFP | Oct 2010 (16y) | ≈ 7.5% – 25% via Affinity Planning Solutions, Llc |
| Shannon Jon Pike | Principal/Owner/Chief Compliance Officer | CFP | Jan 2011 (16y) | ≈ 18.75% – 50% via Streuner Partners, Llc |
| Carolyn Elizabeth Douglas | Managing Member | CFP | Oct 2011 (15y) | ≈ 18.75% – 50% via Magick Partners, Llc |
| George Michael Douglas | Registered representative | CFA | Dec 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Magick Partners, Llc | Member | Nov 2011 | A | 25% – 50% |
| Streuner Partners, Llc | Member | Nov 2011 | A | 25% – 50% |
| Affinity Planning Solutions, Llc | Member | Nov 2011 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Paige Pickar Guinn: 75% – 100% of Affinity Planning Solutions, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Shannon Jon Pike: 75% – 100% of Streuner Partners, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Carolyn Elizabeth Douglas: 75% – 100% of Magick Partners, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Distributors Company Llc $117M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗