Financial ADVSR advisor directory · SEC adviser records
Integris Wealth Management, LLC financial advisors
Every SEC-registered investment adviser representative at Integris Wealth Management, LLC, by the state and city of the office they work from.
11 registered advisors work at Integris Wealth Management, LLC, in 2 states and 2 cities; the most are in Monterey, CA (10). 4 list the CFP designation and 0 are also registered broker representatives.
Search every Integris Wealth Management, LLC advisor by name →Who joined and left Integris Wealth Management, LLC →Integris Wealth Management, LLC: assets, clients and custodians →
Cities with the most Integris Wealth Management, LLC advisors
Integris Wealth Management, LLC advisors by state
Questions
How many financial advisors does Integris Wealth Management, LLC have?
11 investment adviser representatives are registered with Integris Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 4 list the CFP designation and 0 are also registered as broker representatives.
Where does Integris Wealth Management, LLC have the most advisors?
Monterey, CA, with 10 registered advisors, then Frisco, NC (1). By state, California has the most, with 10.
How do I find a Integris Wealth Management, LLC financial advisor near me?
Pick your state below, then your city, to see every Integris Wealth Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Integris Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →