Integris Wealth Management, LLC

Integris Wealth Management, LLC (CRD# 111336) is a financial advisory firm headquartered in Monterey, CA. They manage $233,039,495 in 607 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
456 Washington Street, Monterey, CA 93940
http://www.integriswealth.com
By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    607
    ACCOUNTS
  • Average Account Value
    $383,920
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Integris Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael Leavy, financial advisor Monterey CA
Michael A. Leavy
CRD#: 2355672
456 Washington Street, Monterey, CA 93940
96
Wealthminder
score

Michael Leavy (CRD# 2355672) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 24 years of experience in the finance industry.

2
Gifford Lehman, financial advisor Monterey CA
Gifford R. Lehman
CRD#: 2059031
456 Washington Street, Monterey, CA 93940
96
Wealthminder
score

Gifford Lehman (CRD# 2059031) 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. Gifford Lehman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin Mahoney, financial advisor Monterey CA
Kevin R. Mahoney
CRD#: 2843190
456 Washington Street, Monterey, CA 93940
96
Wealthminder
score

Kevin Mahoney (CRD# 2843190) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 20 years of experience in the finance industry. Kevin Mahoney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Allison Barrientos, financial advisor Monterey CA
Allison M. Barrientos
CRD#: 6091252
456 Washington Street, Monterey, CA 93940
90
Wealthminder
score

Allison Barrientos (CRD# 6091252) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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