← Back to searchVisit website
INTEGRIS WEALTH MANAGEMENT, LLC
CRD 111336 · SEC 801-66376
435 WASHINGTON STREET, SUITE A, MONTEREY, CA, 93940, United States
Phone
831-333-1717
Fax
831-333-1713
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$812.0M
Discretionary AUM
$800.8M
Team
18 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $38.8M |
| High net worth individuals | 231 | $760.8M |
| Pension/profit sharing plans | 6 | $8.7M |
| Charitable organizations | 5 | $3.7M |
States served
CA, ID, MI, NC, OR, SC, TX
All web addresses on file
Official SEC filing: View on IAPD