INTERGY PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$602,618,422
Discretionary
$582,085,312
Non-discretionary
$20,533,110
Firm details
- CRD number
- 315698
- SEC file number
- 801-122324
- Main office
- COLORADO SPRINGS, CO, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.