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INTEGRA WEALTH
INTEGRA WEALTH, LLC
CRD 149999 · SEC 801-136423
101 W. 21ST STREET, CHATTANOOGA, TN, 37408, United States
Phone
423-664-0344
Fax
423-664-0344
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.5M
Discretionary AUM
$97.8M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $31.9M |
| High net worth individuals | 29 | $63.8M |
| Pension/profit sharing plans | 13 | $18.7M |
States served
GA, TN
All web addresses on file
Official SEC filing: View on IAPD