{"url":"https://nivawealth.com/firms/integra-wealth-149999","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/149999","regulatoryAum":116465458,"crd":"149999","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4508507","suffix":null,"lastName":"HODGES","firstName":"DAVID","middleName":"ARTHUR"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136423","legalName":"Integra Wealth, LLC","displayName":"Integra Wealth","slug":"integra-wealth-149999","website":"https://integrawealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Tennessee limited liability company","fiscalYearEnd":"December","headquarters":{"street":"101 W. 21st Street","city":"Chattanooga","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37408"},"tradeNames":[],"registration":{"secApproved":"4 June 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":522688.05464480876,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":116465458,"discretionary":97786925,"discretionaryAccounts":398,"nonDiscretionary":18678533,"nonDiscretionaryAccounts":13,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":154,"regulatoryAum":31895713},{"label":"High-net-worth individuals","clients":29,"regulatoryAum":63756201},{"label":"Pension and profit-sharing plans","clients":13,"regulatoryAum":18678533},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":1564954},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":570057}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043902","versionId":1043902,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-04","documentName":"INTEGRA WEALTH, LLC COMPLETE BROCHURE","fee_rate_low":0.8,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"Broad-scope financial analysis is charged $2,000 to $5,000 by scope, with a 50% retainer; hourly planning is $550 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043902","versionId":1043902,"submittedOn":"2026-05-04","documentName":"INTEGRA WEALTH, LLC COMPLETE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:55:18.93309+00:00","documents":[{"name":"INTEGRA WEALTH, LLC COMPLETE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043902","versionId":1043902,"submittedOn":"2026-05-04"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":93630113}],"custodyNote":"Integra Wealth does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Hodges","title":"Managing Member, Principal, Chief Compliance Officer","crd":"4508507"}],"ownership":[{"label":"David Hodges","detail":"Managing member, principal, chief compliance officer in the 75% or more ownership band and a control person, since March 2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"101 W. 21st Street","city":"Chattanooga","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"423-664-0344","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"1-10","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":96},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"4 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/149999/PDF/149999.pdf","brochureDate":"4 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043902","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Integra Wealth have?","answer":"Integra Wealth has 196 clients and manages $116 million for them, as of May 2026. They include 154 individual clients, 29 high-net-worth individuals, and 13 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Integra Wealth offer?","answer":"Integra Wealth provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Integra Wealth charge?","answer":"Integra Wealth charges 0.80%–1.25% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.","source":"INTEGRA WEALTH, LLC COMPLETE BROCHURE, filed 4 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Integra Wealth use?","answer":"Integra Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $93.6M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Integra Wealth have?","answer":"Integra Wealth has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Integra Wealth invest in?","answer":"At the end of its last fiscal year, Integra Wealth’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Integra Wealth?","answer":"Integra Wealth’s direct owner is David Hodges (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Integra Wealth get paid?","answer":"Integra Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Integra Wealth?","answer":"Integra Wealth’s main office is at 101 W. 21st Street, Chattanooga, TN 37408. Its phone number is 423-664-0344. Its website is integrawealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 4 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}