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INTEGRIS WEALTH MANAGEMENT, LLC

MONTEREY, CA · CRD 111336 · IAPD ↗ · 831-333-1717

$812.0MRegulatory AUM
10Advisory reps
18Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — INTEGRIS WEALTH MANAGEMENT, LLC reported RAUM up 28% ($635.1M -> $812.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
December 2025 — INTEGRIS WEALTH MANAGEMENT, LLC notice-filed in MI, NC, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2025 — INTEGRIS WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2025 — INTEGRIS WEALTH MANAGEMENT, LLC grew from 7 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — INTEGRIS WEALTH MANAGEMENT, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — INTEGRIS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($488.3M -> $573.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.