Intirety, LLC

Intirety, LLC (CRD# 306315) is a financial advisory firm headquartered in Bellevue, WA. They manage $64,000,000 in 900 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004
https://www.linkedin.com/in/ethanmeikle/
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $71,111
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, WA

Financial Advisors at Intirety, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William Ironmonger, financial advisor Bellevue WA
William S. Ironmonger
CRD#: 5962615
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004

William Ironmonger (CRD# 5962615) is an Investment Advisor Representative working at Intirety, LLC in Bellevue, WA and has over 12 years of experience in the finance industry.

2
Ethan Meikle, financial advisor Shelah WA
Ethan J. Meikle
CRD#: 6422756
Shelah, WA

Ethan Meikle (CRD# 6422756) is an Investment Advisor Representative working at Intirety, LLC in Shelah, WA and has over 9 years of experience in the finance industry.

3
Shireen Sharma, financial advisor Bellevue WA
Shireen S. Sharma
CRD#: 6593362
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004

Shireen Sharma (CRD# 6593362) is an Investment Advisor Representative working at Intirety, LLC in Bellevue, WA and has over 8 years of experience in the finance industry.

4
Chris Wheeler, financial advisor Bellevue WA
Chris M. Wheeler
CRD#: 5379327
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004

Chris Wheeler (CRD# 5379327) is an Investment Advisor Representative working at Intirety, LLC in Bellevue, WA and has over 13 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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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