RIA Intel›Advisers›California›INTEGRIS WEALTH MANAGEMENT, LLC

INTEGRIS WEALTH MANAGEMENT, LLC

Advisory

N·MONTEREY, CA

Data as of Apr 15, 2026 · Source: SEC Form ADV

Total AUM
$812M
1-Year AUM Growth
0.0%
3-Year CAGR
+8.0%
Employees
10
Assets Under Management
Total AUM$812M
Discretionary AUM$801M
Non-Discretionary AUM$11M
Discretionary %98.6%
Total Clients279
Team
Total Employees10
Investment Advisers18
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record43
First FilingFeb 24, 2006
Latest FilingApr 15, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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