Integra Wealth - Investment Advisers

About Integra Wealth

Integra Wealth, LLC is an investment adviser headquartered in Chattanooga, Tennessee, and it operates as an independent Registered Investment Advisory firm. The firm reports regulatory assets under management of $116.47 million and two employees. It is one of the investment advisers in Tennessee in this state. The firm describes its work as comprehensive financial planning rather than investment management alone. Its planning covers investments, retirement, taxes, estate, insurance, and cash flow, combined into one plan. As fiduciaries, the advisers state that they do not sell products or earn commissions, and they are compensated through client fees. Leadership includes David, who has more than 20 years of experience, and Nick, who has recent experience at large financial institutions. Both are CFP® professionals. Users can compare this firm with others in the US investment advisers directory.

Key Facts

Assets Under Management

$116.47M

Employees

2

SEC File Number

801-136423