$116.5M Total AUM
$97.8M Disc. AUM
-- 3Y CAGR
2 Employees
198 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation pathway
- Established Date
- 04-28-2009
- Office Locations
- 1
Office Locations
101 W. 21st Street Chattanooga TN
About Integra Wealth
Integra Wealth is a CFP-led RIA providing comprehensive, values-based financial planning and investment management for busy professionals, business owners, and pre-retirees/retirees. The firm aligns business and personal planning, builds sustainable retirement strategies, and implements portfolios using asset allocation and risk management with mutual funds and ETFs. Assets are custodied at Charles Schwab.
Team overview
49 AVG AGE
$116.5M AVG AUM / ADVISOR
$588.2K AVG AUM / CLIENT
17.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Pioneer Horizon matrix Focus wave
Client Personas
Timber
CRM
Momentum peak
Custodian
Unison Wave
Investment Themes
Insight Eagle pathway Crest vector
Investment Vehicles
Legacy zenith Vertex
Platform
Peak Vector vector Zenith
Services
Pathway ember Glacier Optima Frontier Optima Zenith Matrix Fusion oak Fusion Zenith ember Vital frontier Quantum Eagle unison Atlas Alpha optima
Technology
Pathway horizon
Owner & Executives
DAVID ARTHUR HODGES
Certified Financial Planner, Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #4508507
- Ownership
- 75% or more
(490) 887-3948
foundation.alpha@focuscapital.com
in linkedin.com/in/element-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,786,925 | $245,696 |
| Non-Discretionary | $18,678,533 | $1,436,810 |
| Total | $116,465,458 | $283,371 |
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Separately Managed Accounts
Total SMA Asset: $116,465,458
Public Funds:
49.6% Cash:
50.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,847,429,431 | 49.6% |
| Cash | $3,909,484,745 | 50.4% |
| Total | $7,756,914,176 | 100.0% |