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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRIENTOS, ALLISON, MOSHER | I | MEMBER/ADVISOR | NA | Control |
| BARRIENTOS, ALLISON, MOSHER | I | MEMBER/ADVISOR | NA | Control |
| BARRIENTOS, ALLISON, MOSHER | I | MEMBER/ADVISOR | NA | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | NA | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | NA | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | NA | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | NA | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | NA | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER | NA | |
| LEAVY, MICHAEL, AARON | I | MEMBER | NA | |
| LEAVY, MICHAEL, AARON | I | MEMBER | NA | |
| LEAVY, MICHAEL, AARON | I | MEMBER | NA | |
| MAHONEY, KEVIN, REID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAHONEY, KEVIN, REID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAHONEY, KEVIN, REID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAHONEY, KEVIN, REID | I | MEMBER/CCO | NA | |
| MAHONEY, KEVIN, REID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAHONEY, KEVIN, REID | I | CHIEF COMPLIANCE OFFICER | NA | |
| REYNOLDS, JENNA, KATHLEEN | I | DIRECTOR OF OPERATIONS | NA | Control |
| REYNOLDS, JENNA, KATHLEEN | I | DIRECTOR OF OPERATIONS | NA | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO/CCO | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO/CCO | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | E | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | D | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | D | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | D | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | D | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | D | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | D | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | D | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/ADVISOR | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/ADVISOR | C | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEAVY, MICHAEL, AARON | I | ADVISOR/CIO | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/CEO | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER/ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | RETIRED ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | RETIRED ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | RETIRED ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | RETIRED ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | RETIRED ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | RETIRED ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | RETIRED ADVISOR | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER | C | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER | C | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | B | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | B | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | B | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | B | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | B | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | B | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | B | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | B | Control |
| LEAVY, MICHAEL, AARON | I | MEMBER | B | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER | B | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER | B | Control |
| LEHMAN, GIFFORD, ROBERT | I | MEMBER | B | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/CCO | B | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/ADVISOR/CCO | B | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/ADVISOR/CCO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| MAHONEY, KEVIN, REID | I | ADVISOR/CCO/COO | B | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | A | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | A | Control |
| BARRIENTOS, ALLISON, MOSHER | I | ADVISOR/CAO | A | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/CCO | A | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/CCO | A | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/CCO | A | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/CCO | A | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/CCO | A | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/CCO | A | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/CCO | A | Control |
| MAHONEY, KEVIN, REID | I | MEMBER/CCO | A | Control |
| REYNOLDS, JENNA, KATHLEEN | I | DIRECTOR OF OPERATIONS | A | Control |
| REYNOLDS, JENNA, KATHLEEN | I | DIRECTOR OF OPERATIONS | A | Control |
| REYNOLDS, JENNA, KATHLEEN | I | DIRECTOR OF OPERATIONS | A | Control |
Registrations
Federal
IA
Sep 22, 2025 REGISTERED
Notice Filings (7)
CA ID MI NC OR SC TX
Address
435 WASHINGTON STREETSUITE A
MONTEREY, CA 93940
United States
Phone: 831-333-1717