INTERGY PRIVATE WEALTH, LLC
CRD #315698 SEC #801-122324 COLORADO SPRINGS, CO 719-413-8820
SEC Registered
Total AUM
$467M
Discretionary
$465.8M
Employees
8
Clients
1
Accounts
2,117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $467M | $465.8M | $1.2M | 8 | 11 |
| Mar 2025 | $467M | $465.8M | $1.2M | 8 | 11 |
| Mar 2024 | $390.6M | $376.6M | $14M | 7 | 8 |
| Mar 2023 | $286.4M | $286.4M | $0 | 8 | 0 |
| Mar 2023 | $286.4M | $286.4M | $0 | 8 | 0 |
| Jun 2022 | $245.8M | $245.8M | $0 | 8 | 0 |
| Mar 2022 | $245.8M | $245.8M | $0 | 8 | 0 |
| Jan 2022 | $245.8M | $245.8M | $0 | 8 | 0 |
| Sep 2021 | $0 | $0 | $0 | 8 | 0 |
| Aug 2021 | $0 | $0 | $0 | 8 | 0 |
DateNov 2025
Total AUM$467M
Discretionary$465.8M
Non-Disc.$1.2M
Employees8
Clients11
DateMar 2025
Total AUM$467M
Discretionary$465.8M
Non-Disc.$1.2M
Employees8
Clients11
DateMar 2024
Total AUM$390.6M
Discretionary$376.6M
Non-Disc.$14M
Employees7
Clients8
DateMar 2023
Total AUM$286.4M
Discretionary$286.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$286.4M
Discretionary$286.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$245.8M
Discretionary$245.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$245.8M
Discretionary$245.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$245.8M
Discretionary$245.8M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0