Integris Wealth Management, LLC

Integris Wealth Management, LLC (CRD# 111336) is a financial advisory firm headquartered in Monterey, CA. They manage $573,919,009 in 953 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    574
    MILLION
  • Total Number of Accounts
    953
    ACCOUNTS
  • Average Account Value
    $602,224
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Integris Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Allison M. Barrientos
CRD#: 6091252
435 Washington Street, Suite A, Monterey, CA 93940

Allison Barrientos (CRD# 6091252) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 11 years of experience in the finance industry.

2
Alexander B. Black
CRD#: 6131204
435 Washington Street, Suite A, Monterey, CA 93940

Alexander Black (CRD# 6131204) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry.

3
Kenneth D. Cranstone
CRD#: 6302325
435 Washington Street, Suite A, Monterey, CA 93940

Kenneth Cranstone (CRD# 6302325) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 6 years of experience in the finance industry.

4
Michael A. Leavy
CRD#: 2355672
435 Washington Street, Suite A, Monterey, CA 93940

Michael Leavy (CRD# 2355672) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 30 years of experience in the finance industry.

5
Kevin R. Mahoney
CRD#: 2843190
435 Washington Street, Suite A, Monterey, CA 93940

Kevin Mahoney (CRD# 2843190) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 27 years of experience in the finance industry.

6
Jenna K. Reynolds
CRD#: 5485948
Louisburg, NC

Jenna Reynolds (CRD# 5485948) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Louisburg, NC and has over 8 years of experience in the finance industry.

7
Katherine A. Woolever
CRD#: 7222347
435 Washington Street, Suite A, Monterey, CA 93940

Katherine Woolever (CRD# 7222347) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.