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Wealth Advisor, Partner · Intergy Private Wealth, LLC

Geoffrey T. Schaefer

CRD 6593230 · Named on Form ADV at one SEC-registered adviser

At a glance

Intergy Private Wealth, LLC, an SEC-registered wealth manager based in Colorado Springs, CO with $603 million in regulatory assets, lists Geoffrey T. Schaefer on its Form ADV as Wealth Advisor, Partner.

Firms and roles

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Geoffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Geoffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.