RIA Intel›Advisers›Washington›INTIRETY, LLC

INTIRETY, LLC

Advisory

BELLEVUE, WA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in WA

#404

of 505 advisers by AUM

Average account

$89K

across 1,120 accounts

AUM per adviser

$25M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$100M

Discretionary %

100%

Clients

657

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$100M

Discretionary AUM$100M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients657

Team

Total Employees4

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

657 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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GOLDBLOOM WEALTH MANAGEMENT LLC

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$101M

CAPITAL INVESTMENT SERVICES, LLC

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$101M

MACLACHLAN WEALTH MANAGEMENT, LLC

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$102M

CLEAR WEALTH MANAGEMENT, LLC

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