Michael Aaron Leavy

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

• 12/2004 → Present
  Integris Wealth Management
  Monterey, CA

Other Businesses

(1) FOXY COUTURE, SPOUSE'S BUSINESS; NOT INVESTMENT RELATED; RETAIL SALES; 25496 CARMEL KNOLLS DRIVE, CARMEL, CA 93923; ADVISER; START DATE 2004; APPROXIMATE 20 HOURS/MONTH, 0 DURING TRADING HOURS. (2) Harmony at Home; non-investment related business; 3785 Via Nona Marie, Suite 300, Carmel, California, 93923; non-profit organization providing social services; director, treasurer; director since 2004; devote approximately 15 hours per month, approximately 3 hours per month during trading hours (manage the endowment for $0 fees); serve on board of directors, vote on matters related to management of the organization in that capacity. (3) Hospice Giving Foundation - Investment Committee (member); 80 Garden Ct., Ste. 201, Monterey, CA 93940; not investment related; non-profit healthcare support; started in 2007; 1 hour/month with .5 hours during trading hours; provide investment guidance and oversight on investment assets (4) Big Sur Land Trust - Investment Committee (member); 509 Hartnell St., Monterey, CA 93940; not investment related; non-profit land preservation and stewardship; started 7/1/2025; 1 hour/month; provide investment guidance and oversight on investment assets

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-05-11

Designations

• Chartered Financial Analyst

Other Names

• Michael Leavy