AdvisorCensus / Financial advisors / California / Salinas / Integris Wealth Management, LLC
Integris Wealth Management, LLC is an SEC-registered investment advisory firm in Monterey, CA, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 15, 2026.
Quick answers
From the filingHow is Integris Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Integris Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Integris Wealth Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $2,000,000: 1% a year; $2,000,001 to $5,000,000: 0.75% a year; $5,000,001 to $10,000,000: 0.5% a year; $10,000,001 to $20,000,000: 0.4% a year; Above $20,000,001: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Integris Wealth Management, LLC located?
Integris Wealth Management, LLC's principal office is in Monterey, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Integris Wealth Management, LLC registered with the SEC or a state?
Integris Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 111336.
How much does Integris Wealth Management, LLC manage?
Integris Wealth Management, LLC reports $811,958,816 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (99% discretionary).
How have Integris Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Integris Wealth Management, LLC: Regulatory assets under management: $433,904,676 in the October 2021 data and $811,958,816 in the October 2026 data, up 87%. Total employees: 12 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Integris Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (231); individuals (other than high net worth individuals) (113); pension and profit sharing plans (but not the plan participants or government pension plans) (6).
Which custodians does Integris Wealth Management, LLC use?
Integris Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Integris Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111336
Does Integris Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Integris does not impose a minimum account size, but does have a minimum fee as reflected in Item 5."
What changed in Integris Wealth Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 11 to 10. Regulatory assets under management went from $635,103,248 to $811,958,816 (+28%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $10,000,000 | 0.5% |
| $10,000,001 to $20,000,000 | 0.4% |
| Above $20,000,001 | 0.3% |
The brochure's wording
Integris’ fee is based upon a percentage of the assets under management subject to a minimum per below, which provides for ongoing financial planning and/or investment management. Assets Annual Fee First $2 million Greater of 1% or $2,500/quarter $2,000,001 to $5 million 0.75% $5,000,001 to $10,000,000 0.50% $10,000,001 to $20,000,000 0.40% $20,000,001 and above 0.30%
Account minimum: None
The brochure's wording
Integris does not impose a minimum account size, but does have a minimum fee as reflected in Item 5.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$811,958,816 as of October 2026, filing dated April 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (20 years)
- Employees
- Total: 18. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $811,958,816 | 18 | April 15, 2026 |
| October 2025 | $635,103,248 | 16 | May 6, 2025 |
| October 2024 | $573,919,009 | 15 | March 14, 2024 |
| October 2023 | $488,320,916 | 15 | March 23, 2023 |
| October 2022 | $511,322,528 | 12 | July 13, 2022 |
| October 2021 | $433,904,676 | 12 | March 18, 2021 |
Regulatory assets under management: $433,904,676 in the October 2021 data and $811,958,816 in the October 2026 data, up 87%.
Total employees: 12 in October 2021 and 18 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 11 to 10.
- Regulatory assets under management went from $635,103,248 to $811,958,816 (+28%).
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Registered or notice-filed in MI, NC, SC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Integris Wealth Management, LLC (CRD 111336): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/integris-wealth-management-llc-monterey-ca-111336