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INTERGY PRIVATE WEALTH, LLC

COLORADO SPRINGS, CO · CRD 315698 · IAPD ↗ · 719-413-8820

$602.6MRegulatory AUM
3Advisory reps
8Employees
18Clients
11-25Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — INTERGY PRIVATE WEALTH, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — INTERGY PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($467.0M -> $602.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
April 2025 — INTERGY PRIVATE WEALTH, LLC notice-filed in NH, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — INTERGY PRIVATE WEALTH, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — INTERGY PRIVATE WEALTH, LLC reported RAUM up 36% ($286.4M -> $390.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — INTERGY PRIVATE WEALTH, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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