INTEGRIS WEALTH MANAGEMENT, LLC

MONTEREY, California·4 registered advisors·CRD# 111336
SEC# 801-663760831-333-1717
01

Firm Overview

AUM
$574M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INTEGRIS WEALTH MANAGEMENT, LLC

4 registered advisors
Allison Mosher Barrientos
MONTEREY, California
Gifford Robert Lehman
MONTEREY, California
Kevin Reid Mahoney
MONTEREY, California
Michael Aaron Leavy
MONTEREY, California
05

Office Locations

MONTEREY, California
4 advisors

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Data sourced from SEC Form ADV filings. INTEGRIS WEALTH MANAGEMENT, LLC (CRD# 111336) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.