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INTEGRA WEALTH

CHATTANOOGA, TN · CRD 149999 · IAPD ↗ · integrawealth.com · 423-664-0344

$116.5MRegulatory AUM
1Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — INTEGRA WEALTH (CHATTANOOGA, TN) is newly SEC-registered with $116.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.