INTEGRIS WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$811,958,816
Discretionary
$800,801,843
Non-discretionary
$11,156,973
Firm details
- CRD number
- 111336
- SEC file number
- 801-66376
- Main office
- MONTEREY, CA, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.