Integra Wealth

INTEGRA WEALTH, LLC CRD# 149999 Part 2A of Form ADV The Brochure Item 1 - Cover Page 101 W. 21st STREET, CHATTANOOGA, TENNESSEE 37408 Phone: (423) 664-0344 WWW.INTEGRAWEALTH.COM Updated: May 4, 2026 This Brochure provides information about the qualifications and business practices of Integra Wealth, LLC. If you have any questions about the contents of this Brochure, please contact us at 423-664-0344. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Integra Wealth, LLC is an investment advisory firm registered with the appropriate regulatory authority. Registration does not imply a certain level of skill or training. Additional information about Integra Wealth, LLC also is available on the SEC’s website at www.AdviserInfo.sec.gov.  Item 2 - Material Changes Registered Investment Advisers are required to use the format of this Brochure to inform clients of the nature of advisory services provided, types of clients served, fees charged, potential conflicts of interest and other information. The Brochure requirements include the annual provision of a Summary of Material Changes (the “Summary”) reflecting any material changes to our policies, practices, or conflicts of interest made since our last required “annual update” filing. In the event of any material changes, such Summary is provided to all clients within 120 days of our fiscal year-end. Our last annual update was filed on March 16, 2026. Of course, the complete Brochure is available to clients at any time upon request. 2  Item 3 – Table of Contents Item 1 - Cover Page .............................................................................................................................. 1 Item 2 - Material Changes ................................................................................................................... 2 Item 3 – Table of Contents ................................................................................................................... 3 Item 4 - Advisory Business .................................................................................................................. 4 Item 5 - Fees and Compensation .......................................................................................................... 6 Item 6 - Performance Based Fees and Side-by-Side Management ...................................................... 7 Item 7 - Types of Clients ..................................................................................................................... 8 Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss .............................................. 8 Item 9 - Disciplinary Information ........................................................................................................ 9 Item 10 - Other Financial Industry Activities and Affiliations .......................................................... 10 Item 11 - Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ..... 10 Item 12 - Brokerage Practices ............................................................................................................ 11 Item 13 - Review of Accounts ........................................................................................................... 13 Item 14 - Client Referrals and Other Compensation .......................................................................... 13 Item 15 – Custody .............................................................................................................................. 13 Item 16 - Investment Discretion ........................................................................................................ 13 Item 17 - Voting Client Securities ..................................................................................................... 14 Item 18 - Financial Information ......................................................................................................... 14 Exhibit A ............................................................................................................................................ 15 Brochure Supplement ........................................................................................................................... 1 3  Item 4 - Advisory Business Integra Wealth, LLC (“Integra”) was formed in 2009 and provides investment management and financial planning services. David A. Hodges is the founder and sole principal owner of Integra. Please see the Brochure Supplement for more information on Mr. Hodges. As of December 31, 2025, Integra managed $97,786,925 on a discretionary basis and $18,678,533 on a non-discretionary basis. Integra does not participate in or offer any wrap programs. SERVICES PROVIDED Portfolio Management We primarily provide customized investment management services to high-net-worth individuals and associated trusts, estates, employer sponsored retirement plans, including self-employed pension, incentive match plans and/or profit-sharing plans, as well as other legal entities. We work with you to establish an appropriate investment profile. You will choose from growth, balanced, and conservative strategies. The investment profile is discussed regularly with you and becomes a written document titled “Investment Policy Statement” describing your investment objectives and guidelines. To implement your Investment Policy Statement, we will typically manage your investment portfolio on a discretionary basis. As a discretionary investment adviser, we will have the authority to supervise and direct your portfolio without prior consultation with you. Notwithstanding the foregoing, you may impose certain written restrictions on us in the management of your investment portfolios, such as prohibiting the inclusion of certain types of investments in an investment portfolio or prohibiting the sale of certain investments held in the account at the commencement of the relationship. You should note, however, that restrictions imposed by you may adversely affect the composition and performance of your investment portfolio. You should also note that your investment portfolio is treated individually by giving consideration to each purchase or sale for your account. For these and other reasons, performance of client investment portfolios within the same investment objectives, goals and/or risk tolerance may differ and you should not expect that the composition or performance of your investment portfolios would necessarily be consistent with similar clients of ours. Financial Planning We also provide financial planning services, which may be provided as a stand-alone service, or may be coupled with ongoing portfolio management. We will complete a broad-scope financial analysis which may include, without limitation, an analysis on risk management, education cost planning, retirement planning, tax planning, cash-flow planning, estate planning, and investment planning. Limited or project-based financial planning is also available. Financial planning services are optional to you and agreed upon in writing prior to delivery of services. Once financial planning advice is given, you may choose to have us implement your financial recommendations and manage your investment portfolio on an ongoing basis. However, you are under no obligation to act upon any of the recommendations we make under a financial 4  planning engagement and/or to engage the services of any recommended professional. Individual Retirement Advice When we are making investment recommendations to you regarding your retirement plan account or individual retirement account, we are acting as fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money or otherwise are compensated creates some conflicts with your financial interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule's provisions, we must:  Meet a professional standard of care when making investment recommendations (give prudent advice) to you;  Never put our financial interests ahead of yours when making recommendations (give loyal advice);  Avoid misleading statements about conflicts of interest, fees, and investments;  Follow policies and procedures designed to ensure that we give advice that is in your best interest;  Charge no more than what is reasonable for our services; and  Give you basic information about our conflicts of interest. Retirement Plan Advisory Services Establishing a sound fiduciary governance process is vital to good decision-making and to ensuring that prudent procedural steps are followed in making investment decisions. We will provide Retirement Plan consulting services to Plans and Plan Fiduciaries as described below. The particular services provided will be detailed in the consulting agreement. The appropriate Plan Fiduciary(ies) designated in the Plan documents (e.g., the Plan sponsor or named fiduciary) will (i) make the decision to retain our firm; (ii) agree to the scope of the services that we will provide; and (iii) make the ultimate decision as to accepting any of the recommendations that we may provide. The Plan Fiduciaries are free to seek independent advice about the appropriateness of any recommended services for the Plan. Retirement Plan consulting services may be offered individually or as part of a comprehensive suite of services. The Employee Retirement Income Security Act of 1974 (“ERISA”) sets forth rules under which Plan Fiduciaries may retain investment advisers for various types of services with respect to Plan assets. For certain services, we will be considered a fiduciary under ERISA. For example, we will act as an ERISA § 3(21) fiduciary when providing non-discretionary investment advice to the Plan Fiduciaries by recommending a suite of investments as choices among which Plan Participants may select. Also, to the extent that the Plan Fiduciaries retain us to act as an investment manager within the meaning of ERISA § 3(38), we will provide discretionary investment management services to the Plan. Fiduciary Management Services • Discretionary Management Services When retained as an investment manager within the meaning of ERISA § 3(38), we provide continuous and ongoing supervision over the designated retirement plan assets. 5  We will actively monitor the designated retirement plan assets and provide ongoing management of the assets. When applicable, we will have discretionary authority to make all decisions to buy, sell or hold securities, cash or other investments for the designated retirement plan assets in our sole discretion without first consulting with the Plan Fiduciaries. We also have the power and authority to carry out these decisions by giving instructions, on your behalf, to brokers and dealers and the qualified custodian(s) of the Plan for our management of the designated retirement plan assets. • Discretionary Investment Selection Services We will monitor the investment options of the Plan and add or remove investment options for the Plan without prior consultation with the Plan Fiduciaries. We will have discretionary authority to make and implement all decisions regarding the investment options that are available to Plan Participants. • Investment Management via Model Portfolios. We will provide discretionary management of Model Portfolios among which the participants may choose to invest as Plan options. Plan Participants will also have the option of investing only in options that do not include Model Portfolios (i.e., the Plan Participants may elect to invest in one or more of the mutual fund options made available in the Plan, and choose not to invest in the Model Portfolios at all). Held Away Assets We offer ongoing advisory services to clients with assets held away from our primary custodian, such as 401(k) accounts. We have entered into a service agreement with Pontera (formerly FeeX Inc.) to provide asset management services for such accounts. Accordingly, we are able to create a portfolio consisting of the securities/investment opportunities available in the held away account(s) you ask us to manage for you. The Pontera platform allows us to avoid being considered to have custody of Client funds since we do not have direct access to your log-in credentials to effect trades. We are not affiliated with the platform in any way and receive no compensation from them for using their platform. Your individual investment strategy is tailored to your specific needs and will include some or all of the securities made available on the platform. Portfolios will be designed to meet a particular investment goal determined to be suitable to your circumstances. Once the appropriate portfolio has been determined, portfolios are continuously and regularly monitored and rebalanced as needed. In accordance with state law, this service is not available to potential clients located in Washington state. Item 5 - Fees and Compensation General Fee Information Fees paid to us are exclusive of all custodial and transaction costs paid to your custodian, brokers or other third-party consultants. Please see Item 12 – Brokerage Practices for additional information. Fees paid to us are also separate and distinct from the fees and expenses charged by mutual funds, ETFs (exchange-traded funds) or other investment pools to their shareholders (generally including a management fee and fund expenses, as described in each fund’s prospectus or offering materials). You should review all fees charged by funds, brokers, Integra and others to fully understand the total amount of fees paid by you for investment and financial-related services. 6  Portfolio Management Fees We charge you an annual investment management fee based on a percentage of your assets under management according to the following schedule: Annualized Per Quarter 0.3125% 0.2500% 0.2000% Value of All Managed Accounts with Firm First $1 million Next $1.5 million (to $2.5 million) Next $2.5 million (to $5 million) Over $5 million 1.25% 1.00% 0.80% negotiable Accordingly, as an example, if an account is valued at $1,250,000, the first $1,000,000 would be charged 1.25% annually, while the balance of $250,000 would be assessed the lower fee of 1.00% per year. There is no minimum annual fee for any account. Fees are negotiable upon our sole discretion when deemed appropriate under the circumstances. We charge fees quarterly in advance based on your account/portfolio value at the end of the prior quarter. If management begins after the start of a quarter, fees will be prorated accordingly. You authorize us to deduct fees automatically from your brokerage accounts. Either Integra or you may terminate your Investment Advisory Agreement at any time, subject to any written notice requirements in the agreement. In the event of termination, any paid but unearned fees will be promptly refunded to you based on the number of days that the account was managed, and any fees due to us from you will be invoiced or deducted from your account prior to termination. Financial Planning Fees We charge between $2,000 and $5,000 for a broad-scope financial analysis. Fees are determined based on the scope and complexity of the case. You will pay a 50% retainer fee at the beginning of the engagement with the balance due upon delivery of your financial analysis report. Hourly financial planning engagements are available in certain situations (generally for limited scope financial planning services or projects) at adviser's discretion. The services to be provided will be agreed upon in writing and are subject to an hourly rate of $550. You will pay a 50% retainer fee for the estimated cost of the services at the beginning of the engagement with the balance due upon completion of the services. Any unused portion of the retainer fee will promptly be returned. Item 6 - Performance Based Fees and Side-by-Side Management We do not have any performance-based fee arrangements. “Side by Side Management” refers to a situation in which the same firm manages accounts that are billed based on a percentage of assets under management and at the same time manages other accounts for which fees are assessed on a performance fee basis. Because we have no performance-based fee accounts, we have no side-by- side management. 7  Item 7 - Types of Clients We primarily serve individuals and associated trusts, estates, pension and profit-sharing plans, corporations and other business. We do not generally impose a minimum portfolio value or minimum fee for conventional investment advisory services. Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss Methods of Analysis We conduct fundamental analysis on all securities recommended for your accounts with an emphasis on structured investment management incorporating buy and hold strategies for long- term investing. Investment strategy methods include modern portfolio theory, efficient market hypothesis, asset allocation, and multi-factor model investing. Sources of information include all sources of public information with an emphasis on scientific research and academia as published and communicated by academics in their respective fields of expertise. We use principles of modern finance to engineer portfolios; we do not adhere to any selection and timing methodology, generally referred to as active management or multi-transaction-based investing. Advisers of the firm who engage in disseminating financial/investment advice must be a recipient of an undergraduate degree from an accredited university or college, hold a professional designation/license in the financial services industry, and be properly registered with the state/jurisdiction who exercises regulatory authority. We almost exclusively invest client assets in domestic and international mutual funds, ETFs and to a significantly lesser degree, individual stocks. You may also receive advice as to individual investments in fixed income securities upon request. Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, as applicable and without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, etc. Individual stocks are evaluated using fundamental analysis. Fundamental stock analysis involves analyzing individual companies and their industry groups, such as a company’s financial statements, details regarding the company’s product line, the experience and expertise of the company’s management, and the outlook for the company’s industry. The resulting data is used to measure the true value of the company’s stock compared to the current market value. Investment Strategies We primarily invest for relatively long time horizons, often greater than five years or more. However, market developments could cause us to transact securities more quickly if deemed in your best interest. Risk of Loss While we seek to diversify clients’ investment portfolios across various asset classes consistent with their Investment Plans in an effort to reduce risk of loss, all investment portfolios are subject to risks. Accordingly, there can be no assurance that client investment portfolios will be able to fully meet their investment objectives and goals, or that investments will not lose money. Below is a description of several of the principal risks that client investment portfolios face. 8  Management Risks. While we manage client investment portfolios based on our experience, research and proprietary methods, the value of your investment portfolios will change daily based on the performance of the underlying securities in which they are invested. Accordingly, your investment portfolios are subject to the risk that we allocate your assets to individual securities and/or asset classes that are adversely affected by unanticipated market movements, and the risk that our specific investment choices could underperform their relevant indexes. Risks of Investments in Mutual Funds, ETFs and Other Investment Pools. As described above, we may invest your portfolios in mutual funds, ETFs and other investment pools (“pooled investment funds”). Investments in pooled investment funds are generally less risky than investing in individual securities because of their diversified portfolios; however, these investments are still subject to risks associated with the markets in which they invest. In addition, pooled investment funds’ success will be related to the skills of their particular managers and their performance in managing their funds. Pooled investment funds are also subject to risks due to regulatory restrictions applicable to registered investment companies under the Investment Company Act of 1940. Equity Market Risks. We will generally invest portions of your assets into pooled investment funds that invest in the stock market; or in very limited instances, directly into equity investments. As noted above, while pooled investments have diversified portfolios that may make them less risky than investments in individual securities, funds that invest in stocks and other equity securities are nevertheless subject to the risks of the stock market. These risks include, without limitation, the risks that stock values will decline due to daily fluctuations in the markets, and that stock values will decline over longer periods (e.g., bear markets) due to general market declines in the stock prices for all companies, regardless of any individual security’s prospects. Fixed Income Risks. We may invest portions of your assets in pooled investment funds that invest in bonds and notes. While investing in fixed income instruments, either directly or through pooled investment funds, is generally less volatile than investing in stock (equity) markets, fixed income investments nevertheless are subject to risks. These risks include, without limitation, interest rate risks (risks that changes in interest rates will devalue the investments), credit risks (risks of default by borrowers), or maturity risk (risks that bonds or notes will change value from the time of issuance to maturity). Foreign Securities Risks. We may invest portions of your assets into pooled investment funds that invest internationally. While foreign investments are important to the diversification of your investment portfolios, they carry risks that may be different from U.S. investments. For example, foreign investments may not be subject to uniform audit, financial reporting or disclosure standards, practices or requirements comparable to those found in the U.S. Foreign investments are also subject to foreign withholding taxes and the risk of adverse changes in investment or exchange control regulations. Finally, foreign investments may involve currency risk, which is the risk that the value of the foreign security will decrease due to changes in the relative value of the U.S. dollar and the security’s underlying foreign currency. Item 9 - Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to a client’s evaluation of the Adviser or the integrity of 9  its management. Integra has no disciplinary events to report. Item 10 - Other Financial Industry Activities and Affiliations Neither Integra nor our Management Person has any other financial industry activities or affiliations to report. Item 11 - Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Code of Ethics and Personal Trading We have adopted a Code of Ethics (“the Code”), the full text of which is available to you upon request. Our Code has several goals. First, the Code is designed to assist us in complying with applicable laws and regulations governing our investment advisory business. Under the Investment Advisers Act of 1940, we owe fiduciary duties to our clients. Pursuant to these fiduciary duties, the Code requires persons associated with us (managers, officers and employees) to act with honesty, good faith and fair dealing in working you. In addition, the Code prohibits such associated persons from trading or otherwise acting on insider information. Next, the Code sets forth guidelines for professional standards for our associated persons. Under the Code’s Professional Standards, we expect our associated persons to put the interests of our clients first, ahead of personal interests. In this regard, our associated persons are not to take inappropriate advantage of their positions in relation to you. Third, the Code sets forth policies and procedures to monitor and review the personal trading activities of associated persons. From time to time our associated persons may invest in the same securities recommended to you. Under the Code, we have adopted procedures designed to reduce or eliminate conflicts of interest that this could potentially cause. The Code’s personal trading policies include procedures for limitations on personal securities transactions of associated persons, reporting and review of such trading. These policies are designed to discourage and prohibit personal trading that would disadvantage you. Participation or Interest in Client Transactions Because client accounts are invested almost exclusively in open-end mutual funds and ETFs, there is little opportunity for a conflict of interest between personal trades by our associated persons and trades in your accounts, even when such accounts invest in the same securities. However, in the event of other identified potential trading conflicts of interest, our goal is to place your interests first. As outlined above, we have adopted procedures to protect your interests when our associated persons invest in the same securities as those selected for or recommended to you. In the event of any identified potential trading conflicts of interest, our goal is to place your interests first. Consistent with the foregoing, we maintain policies regarding participation in initial public offerings (“IPOs”) and private placements to comply with applicable laws and avoid conflicts with your transactions. 10  Item 12 - Brokerage Practices Best Execution and Benefits of Brokerage Selection When given discretion to select the brokerage firm that will execute orders in your accounts, we seek “best execution” for your trades, which is a combination of a number of factors, including, without limitation, quality of execution, services provided and commission rates. Therefore, we may use or recommend the use of brokers who do not charge the lowest available commission in the recognition of research and securities transaction services, or quality of execution. Research services received with transactions may include proprietary or third-party research (or any combination), and may be used in servicing any or all of our clients. Therefore, research services received may not be used for the account for which the particular transaction was effected. We recommend that clients establish brokerage accounts with Charles Schwab & Co., Inc. (“Schwab”), a FINRA registered broker-dealer, member SIPC, as the qualified custodian to maintain custody of clients’ assets. We will also effect trades for client accounts at Schwab, or may in some instances, consistent with our duty of best execution and specific agreement with each client, elect to execute trades elsewhere. Although we may recommend that clients establish accounts at Schwab, it is ultimately the client’s decision to custody assets with Schwab. Integra is independently owned and operated and is not affiliated with Schwab. Schwab Advisor Services provides us with access to its institutional trading, custody, reporting and related services, which are typically not available to Schwab retail investors. Schwab also makes available various support services. Some of those services help us manage or administer our clients’ accounts while others help us manage and grow our business. These services generally are available to independent investment advisors on an unsolicited basis, at no charge to them. These services are not soft dollar arrangements but are part of the institutional platform offered by Schwab. Schwab’s brokerage services include the execution of securities transactions, custody, research, and access to mutual funds and other investments that are otherwise generally available only to institutional investors or would require a significantly higher minimum initial investment. Integra Integra us For client accounts maintained in its custody, Schwab generally does not charge separately for custody services but is compensated by account holders through commissions and other transaction-related or asset-based fees for securities trades that are executed through Schwab or that settle into Schwab accounts. Schwab is also compensated by earning interest on the other uninvested cash in your account. Schwab Advisor Services also makes available to but may not directly benefit our clients’ accounts. Many of products and services that benefit these products and services may be used to service all or some substantial number of accounts, including accounts not maintained at Schwab. our us in managing and administering clients’ accounts Schwab’s products and services that assist include software and other technology that (i) provide access to client account data (such as trade confirmations and account statements); (ii) facilitate trade execution and allocate aggregated trade orders for multiple client accounts; (iii) provide pricing and other market data; (iv) facilitate ’s fees from its clients’ accounts; and (v) assist with back-office functions, payment of recordkeeping and client reporting. Integra Schwab Advisor Services also offers other services intended to help manage and further us 11  us we develop our business enterprise. These services may include: (i) technology compliance, legal and business consulting; (ii) publications and conferences on practice management and business succession; and (iii) access to employee benefits providers, human capital consultants and insurance providers. Schwab may make available, arrange and/or pay third-party vendors for the types of services rendered to . Schwab Advisor Services may discount or waive fees it would otherwise charge for some of these services or pay all or a part of the fees of a third-party us providing these services to . Schwab Advisor Services may also provide other benefits such as personnel. In evaluating whether educational events or occasional business entertainment for to recommend that clients custody their assets at Schwab, may take into account the our availability of some of the foregoing products and services and other arrangements as part of the total mix of factors it considers and not solely on the nature, cost or quality of custody and brokerage services provided by Schwab, which may create a potential conflict of interest. Directed Brokerage We do not allow directed brokerage accounts. Aggregated Trade Policy We will generally enter trades as a block where possible and when advantageous to clients whose accounts have a need to buy or sell shares of the same security. This method permits the trading of aggregate blocks of securities composed of assets from multiple client accounts. It allows us to execute trades in a timely, equitable manner, and may reduce overall costs to our clients. We will only aggregate transactions when we believe that aggregation is consistent with our duty to seek best execution (which includes the duty to seek best price) for our clients and is consistent with the terms of Integra’s Investment Advisory Agreement with each client for which trades are being aggregated. No advisory client will be favored over any other client; each client that participates in an aggregated order will participate at the average share price for all our transactions in a given security on a given business day. Transaction costs for participating accounts will be assessed at the custodian’s commission rate applicable to each account; therefore, transaction costs may vary among accounts. Accounts may be excluded from a block due to tax considerations, client direction or other factors making the account’s participation ineligible or impractical. We will prepare, before entering an aggregated order, a written statement (“Allocation Statement”) specifying the participating client accounts and how it intends to allocate the order among those clients. If the aggregated order is filled in its entirety, it will be allocated among clients in accordance with the Allocation Statement. If the order is partially filled, it will generally be allocated pro-rata, based on the Allocation Statement, or randomly in certain circumstances. Notwithstanding the foregoing, the order may be allocated on a basis different from that specified in the Allocation Statement if all client accounts receive fair and equitable treatment, and the reason for different allocation is explained in writing and is approved by an appropriate individual/officer of Integra. Our books and records will separately reflect, for each client account included in a block trade, the securities held by and bought and sold for that account. Funds and securities of clients whose orders are aggregated will be deposited with one or more banks or broker-dealers, and neither the clients’ cash nor their securities will be held collectively any longer than is necessary to settle the transaction on a delivery versus payment basis; cash or securities held collectively for clients will be delivered out to the custodian bank or broker-dealer as soon as practicable following the settlement, and we receive no additional compensation or remuneration of any kind as a result of the proposed aggregation. 12  Item 13 - Review of Accounts Accounts under our management are monitored on an ongoing basis by David Hodges, Principal. Accounts are reviewed in detail on a monthly basis, as well as in connection with each client meeting and/or daily transactions in the account. On a monthly basis, Mr. Hodges reviews a number of reports that are designed to identify accounts that are outside the expected ranges for returns, exposure to asset classes, and exposure to industry sectors. Review of your accounts will also be triggered if you change your investment objectives, have a life-changing event, or if the market, political, or economic environment changes materially. We like to meet with all clients at least annually, either in person or virtually, to discuss the current allocation of the investment portfolio, review performance, evaluate cash flow needs, and other pertinent topics. You will receive account statements directly from your applicable custodian on a monthly basis (some financial institutions provide a quarterly statement when minimal activity occurs.). We will supplement these custodial statements with written reports which are typically provided during your meetings, as requested, or in periodic review meetings. Item 14 - Client Referrals and Other Compensation As noted above, we receive an economic benefit from Schwab in the form of support products and services it makes available to us and other independent investment advisors whose clients maintain accounts at Schwab. These products and services, how they benefit our firm, and the related conflicts of interest are described in (Item 12 - Brokerage Practices). The availability of Schwab’s products and services to us is based solely on our participation in the program, and not on the provision of any particular investment advice. Neither Schwab nor any other party is paid to refer clients to us. Item 15 – Custody All clients’ accounts are held in custody by unaffiliated custodian(s), broker/dealer(s) or bank(s). However, we are granted access by many clients to debit advisory fees from their accounts so long as they receive monthly or quarterly statements directly from the custodian/service provider and we deliver a detailed invoice for our services. Account custodians send statements directly to you on at least a quarterly basis. You should carefully review these statements and should compare these statements to any reports provided by Integra. You are also asked to promptly notify us if the custodian fails to provide statements on each account held. Item 16 - Investment Discretion As described above under Item 4 - Advisory Business, we manage portfolios on a discretionary basis. This means that after an Investment Plan is developed for your investment portfolio, we will execute that plan without specific consent from you for each transaction. For discretionary accounts, a Limited Power of Attorney (“LPOA”) is executed by you, giving us the authority to carry out various activities in your account, generally including the following: trade execution; the ability to request checks on your behalf, and the withdrawal of advisory fees directly from your account. We then direct investment of your portfolio using our discretionary authority. You may limit the terms of the LPOA to the extent consistent with your investment advisory agreement with us and the requirements of your custodian. The discretionary relationship is 13  further described in the agreement between you and Integra. Item 17 - Voting Client Securities In accordance with our fiduciary duty to you and Rule 206(4)-6 of the Investment Advisers Act, we have adopted and implemented written policies and procedures governing the voting of your securities. You always retain the right to accept and vote proxies on the securities in your accounts/portfolio. You may delegate proxy voting to us. All proxies that we receive will be treated in accordance with these policies and procedures. We recognize that we cannot equitably maintain our fiduciary duty to all clients at all times by participating in securities proxy voting. What may be in the best interest for one client may not be in the best interest of another client. Therefore, we will make ourselves available for inquiry when you directly receive a proxy vote. All clients must vote their proxies independently, direct us to vote along with the recommendations of the board of directors of said security, or hire the services of legal counsel to assist in proxy voting. A copy of our proxy voting policies and procedures, as well as copies of how we have voted proxies in the past is available upon written request at no charge. Item 18 - Financial Information Integra does not require or solicit prepayment of more than $1,200 in fees per client, six months or more in advance, and therefore has no disclosure with respect to this item. 14  Exhibit A 15  Item 1 - Cover Page Integra Wealth, LLC Part 2B of Form ADV Brochure Supplement David A. Hodges, CFP® , RP® CRD# 4508507 101 W. 21st STREET, CHATTANOOGA, TENNESSEE 37408 Phone: (423) 664-0344 WWW.INTEGRAWEALTH.COM May 4, 2026 This Brochure Supplement provides information about David A. Hodges. It supplements Integra Wealth LLC’s (“Integra”) accompanying Form ADV Brochure. Please contact our Chief Compliance Officer, David A. Hodges, at (423) 664-0344 if you have any questions about the Form ADV Brochure or this Supplement, or if you would like to request additional or updated copies of either document. Additional information about David A. Hodges is available on the SEC’s website at: www.adviserinfo.sec.gov. Exhibit A - 1  Item 2 - Educational Background and Business Experience David A. Hodges was born in 1974. Mr. Hodges has served as Integra’s Chief Compliance Officer since founding Integra in 2009. Prior to founding Integra, Mr. Hodges served for eight years as an Investment Advisor and Chief Compliance Officer for another investment advisory firm. Mr. Hodges received a Bachelor of Arts degree in Economics and Spanish from The University of Tennessee at Chattanooga in 1999. He earned the Registered Paraplanner (RP®) designation* in 2001. He also became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional** in 2007. Mr. Hodges has been actively involved with The National Association of Personal Financial Advisors (www.NAPFA.org) since 2001, the nation’s only consumer advocacy group dedicated to the pursuit of fee-only financial planning. As a professional and member of NAPFA, Mr. Hodges is required to complete 60 hours of continuing education in every two-year period. Mr. Hodges is also a member of the Financial Planning Association. * The RP® designation is awarded by the College for Financial Planning. Individuals who hold this designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. The individual must have also passed the final examination and have completed a three-month long internship. Designees must renew their right to continue using the RP® designation by completing 16 hours of continuing education, reaffirming to abide by the Standards of Professional Conduct, complying with self-disclosure requirements, and paying a biennial renewal fee. ** The CFP® certification is granted by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). To attain the certification, the candidate must complete the required educational, examination, experience and ethics requirements set forth by CFP Board. Certain designations, such as the CPA, CFA and others may satisfy the education component, and allow a candidate to sit for the CFP® Certification Examination. A comprehensive examination tests the candidate’s ability to apply financial planning knowledge to client situations. Qualifying work experience is also required for certification. Qualifying experience includes work in the area of the delivery of the personal financial planning process to clients, the direct support or supervision of others in the personal financial planning process, or teaching all, or any portion, of the personal financial planning process. CFP® professionals must complete 30 hours of continuing education accepted by CFP Board every two years. Item 3 - Disciplinary Information Mr. Hodges has not been involved in any legal or disciplinary events that would be material to a client’s evaluation of Mr. Hodges or of Integra. Exhibit A - 2  Item 4 - Other Business Activities Mr. Hodges is not engaged in any other investment-related business. Item 5 - Additional Compensation Mr. Hodges does not receive economic benefits from any person or entity other than Integra in connection with the provision of investment advice to clients. Item 6 – Supervision As Chief Compliance Officer, President, and Sole Owner of Integra, Mr. Hodges maintains ultimate responsibility for the company’s operations and investment decisions. He can be reached directly by calling the telephone number on the cover of this brochure supplement. Exhibit A - 3