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).
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Total Assets Under Management574MILLION
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Total Number of Accounts953ACCOUNTS
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Average Account Value$602,224
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OR, TX
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.
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.
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.
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.
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.
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.
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.