# 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.

- CRD: 111336
- Filed as: INTEGRIS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Monterey, CA
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111336
- AdvisorCensus page: https://advisorcensus.com/firm/integris-wealth-management-llc-monterey-ca-111336

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- 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

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $811,958,816
- Discretionary: $800,801,843
- Non-discretionary: $11,156,973

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $38,806,796 |
| High net worth individuals | 231 | $760,755,573 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $8,656,862 |
| Charitable organizations | 5 | $3,739,585 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 18 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, MI, NC, OR, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Salinas, CA

### Websites listed on Form ADV (Item 1.I)
- integriswealth.com
- integriswealth.com/integris-insights
- Facebook @integriswealth
- LinkedIn @INTEGRIS-WEALTH-MANAGEMENT
- YouTube @integriswealthmanagement1020

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $433,904,676 | 12 | March 18, 2021 |
| October 2022 | $511,322,528 | 12 | July 13, 2022 |
| October 2023 | $488,320,916 | 15 | March 23, 2023 |
| October 2024 | $573,919,009 | 15 | March 14, 2024 |
| October 2025 | $635,103,248 | 16 | May 6, 2025 |
| October 2026 | $811,958,816 | 18 | April 15, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integris Wealth Management, LLC (CRD 111336): Form ADV filing data as of October 2026.