Integris Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

111336

SEC number

801-66376

Firm type

RIA

Assets under management

$812.0M as of Apr 15, 2026

Website

www.linkedin.com/COMPANY/INTEGRIS-WEALTH-MANAGEMENT ↗

Phone

831-333-1717

Address

435 Washington Street, Monterey, CA, 93940

Advisors at this firm

11 in our index · page 1 of 1

• Peter Garth AndresenCRD 1385904 · Salinas, CA
  IA Registered
• Alexander Brice BlackCRD 6131204 · Monterey, CA
  IA Registered
• Jessica Lauren CutlerCRD 7222345 · Monterey, CA
  IA Registered
• Elizabeth R GibsonCRD 6563606 · Greenville, SC
  IA RegisteredRegistration inactive
• Robert Easton HoodCRD 8208913 · Monterey, CA
  IA Registered
• Michael Aaron LeavyCRD 2355672 · Monterey, CA
  IA Registered
• Kevin Reid MahoneyCRD 2843190 · Monterey, CA
  IA Registered
• Kay Cassie OhCRD 6268701 · Monterey, CA
  IA RegisteredRegistration inactive
• Jenna Kathleen ReynoldsCRD 5485948 · Frisco, NC
  IA Registered
• Julie Olson RothCRD 7045074 · Monterey, CA
  IA Registered
• Katherine Antoinette WooleverCRD 7222347 · Monterey, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.