Unclaimed Profile

Allison Mosher Barrientos

INTEGRIS WEALTH MANAGEMENT, LLC·MONTEREY, California

Series 65Clean record13 years registeredINTEGRIS WEALTH MANAGEMENT, LLC

435 WASHINGTON STREET, MONTEREY, CA 93940CRD# 6091252Firm CRD# 111336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allison Mosher Barrientos · MONTEREY, CA

Registration

CRD #6091252 · INTEGRIS WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INTEGRIS WEALTH MANAGEMENT, LLC

INTEGRIS WEALTH MANAGEMENT, LLC

Oct 2012 – Mar 2026

MONTEREY, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 17, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRIS WEALTH MANAGEMENT, LLC

CRD 111336 · SEC 801-66376

AUM

$574M

Regulatory assets under management

Employees

953 client accounts

Services offered by INTEGRIS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTEGRIS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Allison Mosher Barrientos offer?

Allison Mosher Barrientos specializes in Financial Planning, Investment Management.

What are Allison Mosher Barrientos's credentials?

Allison Mosher Barrientos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allison Mosher Barrientos located?

Allison Mosher Barrientos is based in MONTEREY, California, last registered with INTEGRIS WEALTH MANAGEMENT, LLC.

How does Allison Mosher Barrientos charge for services?

Allison Mosher Barrientos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRIS WEALTH MANAGEMENT, LLC?

INTEGRIS WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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