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INTEGRIS WEALTH MANAGEMENT, LLC

435 Washington Street
Suite A
Monterey, California 93940
Tel: 831-333-1717

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About INTEGRIS WEALTH MANAGEMENT, LLC

INTEGRIS WEALTH MANAGEMENT, LLC, formally registered with the SEC as INTEGRIS WEALTH MANAGEMENT, LLC. The firm was established in 03/13/2006. They have over 1 offices throughout the country.

INTEGRIS WEALTH MANAGEMENT, LLC is a Monterey, California based Financial Planning firm with nearly $573,919,009 assets under management, offering retirement planning & investment advisory services to 953 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111336
SEC#801-66376
Assets Managed by Firm$573,919,009
No. of Clients953
No. of Advisors15

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total953$573,919,009
Individuals (other than high net worth individuals)60$15,073,262
High net worth individuals183$546,528,765
Pension and profit sharing plans10$9,810,108
Charitable organizations5$2,506,874

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