|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Integris Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 111336 |
| SEC # | 801-66376 |
| CIK # | 0001750852 |
| AUM | $635.1 M (2025-05-06) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 831-333-1717 |
| Address | 435 Washington Street Monterey, CA 93940 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001750852 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 9.8 | ||
| Apple Inc | 8.5 | ||
| Microsoft Corp | 7.4 | ||
| Affirm Holdings Inc | 1.5 | ||
| Procter & Gamble Co | 1.4 | ||
| Allstate Corp | 1.3 | ||
| Johnson & Johnson | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 17.6 |
| (b) Individuals (high net worth individuals) | 199 | 602.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 11.6 |
| (h) Charitable organizations | 6 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,037 | 635.1 |
| By Discretionary | ||
| Discretionary | 999 | 614.9 |
| Non-Discretionary | 38 | 20.2 |
| Total | 1,037 | 635.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 634.7 | |
| Total | 1,037 | 635.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001750852] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RBO & Co LLC
✚
|
CA | 0.6 |
|
Sa Mason LLC
✚
|
MI | 0.6 |
|
HOEY Investments Inc
✚
|
PA | 0.6 |
|
Wisdom Financial Services LLC
✚
|
IL | 0.6 |
|
Downtown Wealth Studios LLC
✚
|
FL | 0.6 |
|
Aberdeen Wealth Management LLC
✚
|
IL | 0.6 |
|
Service Academy Capital Management LLC
✚
|
TX | 0.6 |
|
Navista Wealth Management Inc
✚
|
MN | 0.6 |
|
West Branch Capital LLC
✚
|
MA | 0.6 |
|
New Vernon Wealth Management LLC
✚
|
IL | 0.6 |