COLORADO SPRINGS, COCRD 315698Latest ADV March 13, 2026
Intergy Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 13, 2026, reports $603M in regulatory assets under management, 8 employees, and 2,298 accounts.
Assets Under Management
$603M
Employees
8
Offices
--
Total Clients
590
Primary office
COLORADO SPRINGS, CO
13 S. TEJON ST., SUITE 400, COLORADO SPRINGS, CO, United States
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
347
2
HNWI
39.5%
233
3
Pension Plans
0.7%
4
4
Charitable
0.5%
3
5
Corporations
0.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$603Mas of March 13, 2026
Discretionary96.6%
$582M
97% of total RAUM96.6%
Non-discretionary3.4%
$21M
3% of total RAUM3.4%
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$603M
Total Accounts2,298
10Y AUM Change+$603M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee74:1
10Y Employee Change0 (0.0%)
* 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.