Integris Wealth Management, LLC
● SEC registered since 2006CRD 111336SEC# 801-66376Monterey, CA
Reg. AUM
$812M
Employees
18
Accounts
1,276
Location
Monterey, CA
Integris Wealth Management, LLC assets under management
Integris Wealth Management, LLC is an SEC-registered investment adviser based in Monterey, CA. The firm has been registered since 2006. It reports $812 million in regulatory assets under management and employs 18 people.
Integris Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gifford Robert Lehman Control | Member | 10-25% | 2020 |
| Jenna Kathleen Reynolds Control | Director Of Operations | 10-25% | 2022 |
| Kevin Reid Mahoney Control | Advisor/Cco/Coo | 25-50% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Integris Wealth Management, LLC manage?
Integris Wealth Management, LLC reports $812 million in regulatory assets under management on its Form ADV.
How many employees does Integris Wealth Management, LLC have?
Integris Wealth Management, LLC reports 18 employees.
Where is Integris Wealth Management, LLC located?
Integris Wealth Management, LLC is based in Monterey, CA and has been SEC-registered since 2006.
Does Integris Wealth Management, LLC disclose fund performance?
Integris Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$812M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$812Mregulatory AUM
Discretionary $800.8MNon-discretionary $11.2M