Integris Wealth Management, LLC
Firm details
- Headquarters
- Monterey, California
- CRD number
- 111336
- Registered since
- March 13, 2006
- Website
- integriswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.69%
- Individuals4.78%
- Pension & Profit Sharing Plans1.07%
- Charitable Organizations0.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integris Wealth Management, LLC is an independent, SEC-registered advisory firm (registered in 2006) organized as an LLC and owned by individuals. The firm serves both individual/family and institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Investmently, Integris leans toward public equities and ETFs as core building blocks and uses third‑party managers for select alternative exposures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Private Funds1%
Owners & executives
2 of 2
Michael Leavy
Partner, CIOCRD 2355672
Kevin Mahoney
Partner, COOCRD 2843190
Contacts
3 of 11
Julie Roth
AdvisorCRD 7045074
Katherine Woolever
ParaplannerCRD 7222347
Alexander Black
AdvisorCRD 6131204
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$416M in ETFs
77%
$319M
23%
$96.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $70M | 898,698 | 16.84% |
Location
Monterey, CA
Monterey
Location
Monterey, CA
Headquartered in Monterey, CA, in the West of the United States.
- Region
- West
- County
- Monterey
- Address
- 435 Washington St
- Time zone
- PT (UTC-8)
- Office locations
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