# Integra Wealth

> Integra Wealth is an SEC-registered investment advisory firm in Chattanooga, TN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 149999
- Filed as: INTEGRA WEALTH
- Legal name: Integra Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chattanooga, TN
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149999
- AdvisorCensus page: https://advisorcensus.com/firm/integra-wealth-chattanooga-tn-149999

## Quick answers

**How is Integra Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Integra Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Integra Wealth located?**
Integra Wealth's principal office is in Chattanooga, TN, according to its Form ADV.

**Is Integra Wealth registered with the SEC or a state?**
Integra Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 149999.

**How much does Integra Wealth manage?**
Integra Wealth reports $116,465,458 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (84% discretionary).

**What types of clients does Integra Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (154); high net worth individuals (29); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Which custodians does Integra Wealth use?**
Integra Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Integra Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149999

**Does Integra Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated May 4, 2026 says: "We do not generally impose a minimum portfolio value or minimum fee for conventional investment advisory services."

**What changed in Integra Wealth's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 4, 2026)

- Account minimum: None

> We do not generally impose a minimum portfolio value or minimum fee for conventional investment advisory services.

- Minimum annual fee: None

> There is no minimum annual fee for any account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $116,465,458
- Discretionary: $97,786,925
- Non-discretionary: $18,678,533

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 154 | $31,895,713 |
| High net worth individuals | 29 | $63,756,201 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $18,678,533 |
| Charitable organizations | Fewer than 5 | $1,564,954 |
| Corporations or other businesses not listed above | Fewer than 5 | $570,057 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrawealth.com

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integra Wealth (CRD 149999): Form ADV filing data as of October 2026.