| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles B Dunn Control | Managing Member | 50-75% | 2021 |
| Geoffrey Thomas Schaefer | Wealth Advisor, Partner | Under 5% | 2025 |
| Mark Roland Perrault Control | Managing Member & Chief Compliance Officer | 50-75% | 2021 |
Intergy Private Wealth, LLC reports $467 million in regulatory assets under management on its Form ADV.
Intergy Private Wealth, LLC reports 8 employees.
Intergy Private Wealth, LLC is based in Colorado Springs, CO and has been SEC-registered since 2021.
Intergy Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 13 S. Tejon St., Suite 400, Colorado Springs, CO 80903 |
| Phone | 719-413-8820 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1911342 |
| Discloses disciplinary history | No |
| Discretionary | $465.8M |
| Non-discretionary | $1.2M |
| Total (RAUM) | $467M |