INTEGRA WEALTH, LLC

INTEGRA WEALTH, LLC of CHATTANOOGA, TN is an SEC-registered investment adviser (CRD 149999). Regulatory assets under management: $116.5M.

Registration

• CRD: 149999
• SEC file number: 801-136423
• Type: Registered investment adviser
• Location: 101 W. 21ST STREET, CHATTANOOGA, TN, 37408
• Phone: 423-664-0344
• Latest filing: 2026-05-04
• Regulatory AUM: $116.5M
• Discretionary AUM: $97.8M
• Non-discretionary AUM: $18.7M
• Clients: 2
• Accounts: 411

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149999 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search