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| Intergy Private Wealth LLC
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|---|---|
| CRD # | 315698 |
| SEC # | 801-122324 |
| CIK # | 0001911342 |
| AUM | 602.6 M (2026-03-13) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 719-413-8820 |
| Address | 13 S Tejon St Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911342 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.0 | ||
| PNC Financial Services Group Inc | 3.6 | ||
| Nvidia Corp | 2.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 347 | 115.0 |
| (b) Individuals (high net worth individuals) | 233 | 483.3 |
| (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 | 4 | 1.9 |
| (h) Charitable organizations | 3 | 1.5 |
| (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 | 3 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,298 | 602.6 |
| By Discretionary | ||
| Discretionary | 2,246 | 582.1 |
| Non-Discretionary | 52 | 20.5 |
| Total | 2,298 | 602.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.2 | |
| United States Persons | 597.5 | |
| Total | 2,298 | 602.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911342] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 18 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
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