Integris Wealth Management, LLC

RIASEC Registered
Total AUM
$812M
Discretionary
$801M
99% of AUM
Avg account
$636K
Accounts
1,276
Employees
18
Advisory reps
13

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

FINTRX

Overview

Integris Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (initial registration in 2006) and serves a mix of individuals, families and institutional clients. Its core services are financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage of AUM, hourly charges and fixed-fee engagements. The firm reports a preference for equities and uses exchange-traded products extensively; it is not identified as an active ESG investor and does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 5%, State & Local Bonds 1%, Private Funds 1%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%
  • Private Funds1%

Owners & executives

2 of 2
  • Michael Leavy

    Michael Leavy

    Partner, CIOCRD 2355672

  • Kevin Mahoney

    Kevin Mahoney

    Partner, COOCRD 2843190

Contacts

3 of 11
  • Julie Roth

    Julie Roth

    AdvisorCRD 7045074

  • Katherine Woolever

    Katherine Woolever

    ParaplannerCRD 7222347

  • Alexander Black

    Alexander Black

    AdvisorCRD 6131204

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 77

Active vs passive

$416M in ETFs

Passive

81%

$337M

Active

19%

$79M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM BOND INDEX FUND (BSV)VanguardPassiveShort Term Bond$72.5M949,55417.45%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth