INTEGRIS WEALTH MANAGEMENT, LLC
CRD #111336 SEC #801-66376 MONTEREY, CA 831-333-1717
SEC Registered
Total AUM
$635.1M
Discretionary
$614.9M
Employees
16
Clients
101
Accounts
1,037
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $635.1M | $614.9M | $20.2M | 16 | 0 |
| Aug 2025 | $635.1M | $614.9M | $20.2M | 16 | 0 |
| May 2025 | $635.1M | $614.9M | $20.2M | 16 | 0 |
| May 2025 | $635.1M | $614.9M | $20.2M | 16 | 0 |
| Mar 2025 | $635.1M | $614.9M | $20.2M | 16 | 0 |
| Nov 2024 | $573.9M | $558.3M | $15.6M | 15 | 25 |
| Mar 2024 | $573.9M | $558.3M | $15.6M | 15 | 25 |
| Mar 2023 | $488.3M | $470.2M | $18.1M | 15 | 0 |
| Jul 2022 | $511.3M | $498.4M | $12.9M | 12 | 0 |
| Mar 2022 | $511.3M | $498.4M | $12.9M | 12 | 0 |
| Mar 2022 | $511.3M | $498.4M | $12.9M | 12 | 0 |
| Mar 2021 | $433.9M | $420.4M | $13.5M | 12 | 1 |
| Jun 2020 | $379.7M | $362.1M | $17.6M | 14 | 1 |
| Mar 2020 | $379.7M | $362.1M | $17.6M | 14 | 1 |
| Mar 2019 | $322.8M | $301.2M | $21.6M | 12 | 1 |
| Jul 2018 | $301.9M | $298.1M | $3.8M | 8 | 1 |
| Apr 2018 | $301.9M | $298.1M | $3.8M | 8 | 1 |
| Apr 2018 | $301.9M | $298.1M | $3.8M | 8 | 1 |
| Mar 2018 | $301.9M | $298.1M | $3.8M | 8 | 1 |
| Mar 2017 | $249.8M | $238.5M | $11.3M | 8 | 100 |
| Mar 2016 | $233M | $229.3M | $3.8M | 8 | 100 |
| Nov 2015 | $197.9M | $185M | $13M | 6 | 26 |
| May 2015 | $197.9M | $185M | $13M | 6 | 26 |
| Mar 2015 | $197.9M | $185M | $13M | 6 | 26 |
| Mar 2015 | $197.9M | $197.3M | $674.8K | 6 | 26 |
| Mar 2014 | $183.2M | $183M | $240K | 5 | 26 |
| Mar 2013 | $146M | $146M | $0 | 5 | 26 |
| Nov 2012 | $124M | $124M | $0 | 5 | 26 |
| Aug 2012 | $124M | $124M | $0 | 1 | 26 |
| Mar 2012 | $124M | $124M | $0 | 1 | 26 |
| Sep 2011 | $127.9M | $127.9M | $0 | 5 | -- |
| May 2011 | $127.9M | $127.9M | $0 | 5 | -- |
| Feb 2008 | $87M | $0 | $87M | 5 | -- |
| Feb 2007 | $65M | $65M | $0 | 5 | -- |
| Feb 2007 | $65M | $65M | $0 | 5 | -- |
| Mar 2006 | $40.4M | $40.4M | $0 | 5 | -- |
| Feb 2006 | $40.4M | $40.4M | $0 | 5 | -- |
DateSep 2025
Total AUM$635.1M
Discretionary$614.9M
Non-Disc.$20.2M
Employees16
Clients0
DateAug 2025
Total AUM$635.1M
Discretionary$614.9M
Non-Disc.$20.2M
Employees16
Clients0
DateMay 2025
Total AUM$635.1M
Discretionary$614.9M
Non-Disc.$20.2M
Employees16
Clients0
DateMay 2025
Total AUM$635.1M
Discretionary$614.9M
Non-Disc.$20.2M
Employees16
Clients0
DateMar 2025
Total AUM$635.1M
Discretionary$614.9M
Non-Disc.$20.2M
Employees16
Clients0
DateNov 2024
Total AUM$573.9M
Discretionary$558.3M
Non-Disc.$15.6M
Employees15
Clients25
DateMar 2024
Total AUM$573.9M
Discretionary$558.3M
Non-Disc.$15.6M
Employees15
Clients25
DateMar 2023
Total AUM$488.3M
Discretionary$470.2M
Non-Disc.$18.1M
Employees15
Clients0
DateJul 2022
Total AUM$511.3M
Discretionary$498.4M
Non-Disc.$12.9M
Employees12
Clients0
DateMar 2022
Total AUM$511.3M
Discretionary$498.4M
Non-Disc.$12.9M
Employees12
Clients0
DateMar 2022
Total AUM$511.3M
Discretionary$498.4M
Non-Disc.$12.9M
Employees12
Clients0
DateMar 2021
Total AUM$433.9M
Discretionary$420.4M
Non-Disc.$13.5M
Employees12
Clients1
DateJun 2020
Total AUM$379.7M
Discretionary$362.1M
Non-Disc.$17.6M
Employees14
Clients1
DateMar 2020
Total AUM$379.7M
Discretionary$362.1M
Non-Disc.$17.6M
Employees14
Clients1
DateMar 2019
Total AUM$322.8M
Discretionary$301.2M
Non-Disc.$21.6M
Employees12
Clients1
DateJul 2018
Total AUM$301.9M
Discretionary$298.1M
Non-Disc.$3.8M
Employees8
Clients1
DateApr 2018
Total AUM$301.9M
Discretionary$298.1M
Non-Disc.$3.8M
Employees8
Clients1
DateApr 2018
Total AUM$301.9M
Discretionary$298.1M
Non-Disc.$3.8M
Employees8
Clients1
DateMar 2018
Total AUM$301.9M
Discretionary$298.1M
Non-Disc.$3.8M
Employees8
Clients1
DateMar 2017
Total AUM$249.8M
Discretionary$238.5M
Non-Disc.$11.3M
Employees8
Clients100
DateMar 2016
Total AUM$233M
Discretionary$229.3M
Non-Disc.$3.8M
Employees8
Clients100
DateNov 2015
Total AUM$197.9M
Discretionary$185M
Non-Disc.$13M
Employees6
Clients26
DateMay 2015
Total AUM$197.9M
Discretionary$185M
Non-Disc.$13M
Employees6
Clients26
DateMar 2015
Total AUM$197.9M
Discretionary$185M
Non-Disc.$13M
Employees6
Clients26
DateMar 2015
Total AUM$197.9M
Discretionary$197.3M
Non-Disc.$674.8K
Employees6
Clients26
DateMar 2014
Total AUM$183.2M
Discretionary$183M
Non-Disc.$240K
Employees5
Clients26
DateMar 2013
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients26
DateNov 2012
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees5
Clients26
DateAug 2012
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees1
Clients26
DateSep 2011
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$127.9M
Discretionary$127.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$87M
Discretionary$0
Non-Disc.$87M
Employees5
Clients--
DateFeb 2007
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees5
Clients--