| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Mosher Barrientos Control | Advisor/Cao | 10-25% | 2011 |
| Gifford Robert Lehman Control | Member | 10-25% | 2020 |
| Jenna Kathleen Reynolds Control | Director Of Operations | 5-10% | 2022 |
Integris Wealth Management, LLC reports $635.1 million in regulatory assets under management on its Form ADV.
Integris Wealth Management, LLC reports 16 employees.
Integris Wealth Management, LLC is based in Monterey, CA and has been SEC-registered since 2006.
Integris Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 435 Washington Street, Suite a, Monterey, CA 93940 |
| Phone | 831-333-1717 |
| Fax | 831-333-1713 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $614.9M |
| Non-discretionary | $20.2M |
| Total (RAUM) | $635.1M |