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| Integris Wealth Management LLC
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|---|---|
| CRD # | 111336 |
| SEC # | 801-66376 |
| CIK # | 0001750852 |
| AUM | 812.0 M (2026-04-15) |
| Employees | 18 (56% 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 | 25.8 | ||
| Apple Inc | 12.5 | ||
| Microsoft Corp | 5.3 | ||
| Affirm Holdings Inc | 2.8 | ||
| Johnson & Johnson | 2.3 | ||
| Netflix Inc | 2.2 | ||
| AbbVie Inc | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 38.8 |
| (b) Individuals (high net worth individuals) | 231 | 760.8 |
| (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 | 6 | 8.7 |
| (h) Charitable organizations | 5 | 3.7 |
| (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 | 1,276 | 812.0 |
| By Discretionary | ||
| Discretionary | 1,249 | 800.8 |
| Non-Discretionary | 27 | 11.2 |
| Total | 1,276 | 812.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 811.5 | |
| Total | 1,276 | 812.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001750852] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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