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Managing Member & Chief Compliance Officer · Intergy Private Wealth, LLC

Mark R. Perrault

CRD 5684186 · 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 Mark R. Perrault on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Intergy Private Wealth, LLCManaging Member & Chief Compliance OfficerWealth manager · Colorado Springs, CO · $603M in regulatory assets

AtlasMembers

Mark’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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Control-person status
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When each role began
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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 Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.