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INTEGRIS WEALTH MANAGEMENT, LLC
CRD 111336File 801-66376
APPROVED
Retail clients
Custody
Filing as of Apr 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$812.0M
Above cohort median (national)
Discretionary AUM
$800.8M
Non-discretionary $11.2M
Clients
355
1,276 accounts
Employees
18
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 13, 2006
- Principal office
- 435 WASHINGTON STREET, SUITE A, MONTEREY, CA, 93940
- Phone
- 831-333-1717
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $812.0M
- Discretionary AUM
- $800.8M
- Non-discretionary AUM
- $11.2M
- Discretionary accounts
- 1,249
- Non-discretionary accounts
- 27
- Total accounts
- 1,276
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $3.7M |
| High net worth individuals | 231 | $760.8M |
| Pension and profit sharing plans | 6 | $8.7M |
| Individuals (other than high net worth individuals) | 113 | $38.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.