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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Hansen, Alexander, William | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Schaefer, Geoffrey, Thomas | I | WEALTH ADVISOR, PARTNER | NA | |
| Schaefer, Geoffrey, Thomas | I | WEALTH ADVISOR, PARTNER | NA | |
| INTERGY ASSETS, LLC | DE | MANAGING MEMBER | E | Control |
| DUNN, CHARLES, B | I | MANAGING MEMBER | D | Control |
| DUNN, CHARLES, B | I | MANAGING MEMBER | D | Control |
| DUNN, CHARLES, B | I | MANAGING MEMBER | D | Control |
| DUNN, CHARLES, B | I | MANAGING MEMBER | D | Control |
| DUNN, CHARLES, B | I | MANAGING MEMBER | D | Control |
| PERRAULT, MARK, ROLAND | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PERRAULT, MARK, ROLAND | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PERRAULT, MARK, ROLAND | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PERRAULT, MARK, ROLAND | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PERRAULT, MARK, ROLAND | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| DUNN, CHARLES, B | I | MANAGING MEMBER | C | Control |
| DUNN, CHARLES, B | I | MANAGING MEMBER | C | Control |
| DUNN, CHARLES, B | I | MANAGING MEMBER | C | Control |
| DUNN, CHARLES, B | I | MANAGING MEMBER | C | Control |
| PERRAULT, MARK, ROLAND | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PERRAULT, MARK, ROLAND | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PERRAULT, MARK, ROLAND | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| PERRAULT, MARK, ROLAND | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Nov 19, 2025 REGISTERED
Notice Filings (24)
AZ CA CO FL GA ID IL KS KY LA MA MD NC NE NH NY OH OK PA TN TX UT VA WA
Address
13 S. TEJON ST.SUITE 400
COLORADO SPRINGS, CO 80903
United States
Phone: 719-413-8820