Integris Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Monterey, CA. Its latest Form ADV filing, dated April 15, 2026, reports $812M in regulatory assets under management, 18 employees, 1 office, and 1,276 accounts.
Assets Under Management
$812M
Employees
18
Offices
1 office
Total Clients
355
Primary office
MONTEREY, CA
435 WASHINGTON STREET, SUITE A, MONTEREY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.1% of total clients.
Top client categories% of clientsClients
1
HNWI
65.1%
231
2
Individuals
31.8%
113
3
Pension Plans
1.7%
6
4
Charitable
1.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$812Mas of April 15, 2026
Discretionary98.6%
$801M
99% of total RAUM98.6%
Non-discretionary1.4%
$11M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$812M
Total Accounts1,276
10Y AUM Change+$562M (+225.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee20:1
10Y Employee Change+10 (+125.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.