|
⚲
|
| Keyboard |
| Integra Wealth LLC
✚
|
|
|---|---|
| CRD # | 149999 |
| SEC # | 801-136423 |
| CIK # | |
| AUM | 116.5 M (2026-05-04) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 423-664-0344 |
| Address | 101 W 21st Street Chattanooga, TN 37408 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 31.9 |
| (b) Individuals (high net worth individuals) | 29 | 63.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 18.7 |
| (h) Charitable organizations | 0 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 411 | 116.5 |
| By Discretionary | ||
| Discretionary | 398 | 97.8 |
| Non-Discretionary | 13 | 18.7 |
| Total | 411 | 116.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.5 | |
| Total | 411 | 116.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alsworth Capital Management LLC
✚
|
NY | 116.7 M |
|
Tidwell Wealth Management LLC
✚
|
CA | 116.7 M |
|
Hayes Asset Management LLC
✚
|
NY | 116.6 M |
|
Dynamic Trading Management LLC
✚
|
NY | 116.6 M |
|
Luna Capital Management LLC
✚
|
CA | 116.4 M |
|
Sturman Wealth Advisors LLC
✚
|
VA | 116.4 M |
|
Asset Strategy Retirement Plan Consultants LLC
✚
|
PA | 116.4 M |
|
Ebert Capital Management Inc
✚
|
CA | 116.3 M |
|
Greenskeeper Asset Management Inc
✚
|
116.3 M | |
|
First Light Wealth Advisors LLC
✚
|
NJ | 116.3 M |