Intergy Private Wealth, LLC
● SEC registered since 2021CRD 315698SEC# 801-122324Colorado Springs, CO
Reg. AUM
$602.6M
Employees
8
Accounts
2,298
Location
Colorado Springs, CO
Intergy Private Wealth, LLC assets under management
Intergy Private Wealth, LLC operates as an SEC-registered investment adviser based in Colorado Springs, CO. The firm has been registered since 2021. It reports $602.6 million in regulatory assets under management and employs 8 people.
Intergy Private Wealth, LLC owners & executives
3 reported| 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 |
Frequently asked questions
How much does Intergy Private Wealth, LLC manage?
Intergy Private Wealth, LLC reports $602.6 million in regulatory assets under management on its Form ADV.
How many employees does Intergy Private Wealth, LLC have?
Intergy Private Wealth, LLC reports 8 employees.
Where is Intergy Private Wealth, LLC located?
Intergy Private Wealth, LLC is based in Colorado Springs, CO and has been SEC-registered since 2021.
Does Intergy Private Wealth, LLC disclose fund performance?
Intergy Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$602.6M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$602.6Mregulatory AUM
Discretionary $582.1MNon-discretionary $20.5M