Alexander Brice Black

Employer firm

Integris Wealth Management, LLC CRD 111336

$812M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 03/2017
  Moss Adams Wealth Advisors Llc
  Santa Rosa, CA
• 08/2017 → Present
  Integris Wealth Management, Llc
  Monterey, CA
• 03/2017 → 08/2017
  Unemployed
  Scotts Valley, CA

Previous Registrations

• 2013-08-09 → 2017-09-06
  Threadline Wealth
  Santa Rosa, CA
  Bellevue, WA

Other Businesses

a. Legal Services for Seniors (Treasurer) - 11 Thomas Owens Way, Monterey, CA 93940 - not investment related, non-profit, started 6/2022; 3 hours/month, review the organization’s financial reports monthly, host monthly committee meetings to review the organization’s financials and make once every-other-month reports to the board. b. Hospice Giving Foundation Board (member) - 80 Garden Ct #201, Monterey, CA 93940 - not investment-related, non-profit, started 7/2025; 1 hour/month, attend quarterly meetings to observe the health of the organization and provide insights, vote on various topics as necessary

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-09

Designations

• Certified Financial Planner

Other Names

• Alex B Black