Julie Olson Roth

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

• 09/2013 → 09/2018
  Homemaker
  Oakland, CA
• 09/2018 → 03/2025
  Monterey Private Wealth, Inc.
  Monterey, CA
• 04/2025 → 05/2025
  Creative Planning, Llc
  Monterey, CA
• 06/2025 → Present
  Integris Wealth Management
  Monterey, CA

Previous Registrations

• 2025-04-01 → 2025-05-21
  Creative Planning
  Monterey, CA
  Overland Park, KS
  Pacific Grove, CA
• 2018-11-16 → 2025-04-21
  Monterey Private Wealth, Inc.
  Pleasanton, CA
  Monterey, CA

Other Businesses

Community Foundation for Monterey County; Business - not investment related; 2354 Garden Road, Monterey, CA 93940; Non profit; Investment Committee Chair; Start 1/1/2025; 1 hour/month; 0 hours/month during securities trading hours; Run investment committee meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-24

Designations

• Certified Financial Planner