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Integris Wealth Management, LLC CRD 111336
$812M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
435 Washington Street Suite A, Monterey, CA 93940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-24 |
| TX | RA | APPROVED | 2024-05-24 |
Branch Locations
435 Washington Street Suite A, Monterey, CA 93940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integris Wealth Management | Monterey | CA | 06/2018 | Present |
| Pacific Engineering Group, Inc. | Monterey | CA | 03/2015 | 10/2019 |
| Pedrazzi Farms, Llc | Salinas | CA | 07/2018 | 08/2019 |
| Ventana Vineyards, Llc | Soledad | CA | 11/2014 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-24 |
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