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INTERGY PRIVATE WEALTH, LLC
CRD 315698File 801-122324
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$602.6M
Above cohort median (national)
Discretionary AUM
$582.1M
Non-discretionary $20.5M
Clients
590
2,298 accounts
Employees
8
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 17, 2021
- Principal office
- 13 S. TEJON ST., SUITE 400, COLORADO SPRINGS, CO, 80903
- Phone
- 719-413-8820
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $602.6M
- Discretionary AUM
- $582.1M
- Non-discretionary AUM
- $20.5M
- Discretionary accounts
- 2,246
- Non-discretionary accounts
- 52
- Total accounts
- 2,298
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $976K |
| Charitable organizations | Fewer than 5 | $1.5M |
| High net worth individuals | 233 | $483.3M |
| Pension and profit sharing plans | Fewer than 5 | $1.9M |
| Individuals (other than high net worth individuals) | 347 | $115.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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.