Count on Integris to be your trusted ally. You deserve to work with people you can trust. We uphold the highest ethical standards in each decision we make. This means we always direct our clients to their best available option, even if it means we forgo additional business. Integris is a 100% fee-only fiduciary. We never take commissions or kickbacks. We have zero financial product affiliations, and our unique team-based approach applies several minds and sets of eyes on your financial affairs. Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.
| Website | http://www.integriswealth.com |
| Revenue | $5 million |
| Employees | 18 (18 on RocketReach) |
| Founded | 1997 |
| Address | 435 Washington St Ste A, Monterey, California 93940, US |
| Phone | +1 831-333-1717 |
| Fax | (831) 333-1713 |
| Technologies |
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| Industry | Financial Services, Business Services General, Business Services |
| Competitors | Wealthfront, Betterment, Personal Capital, Fidelity Investments, Schwab Advisor Services, Vanguard, Edward Jones, TIAA, Morgan Stanley, J.P. Morgan +34 more (view full list) |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies |
Looking for a particular Integris Wealth Management employee's phone or email?
Integris Wealth Management Questions
The Integris Wealth Management annual revenue was $5 million in 2026.
Michael Leavy is the Partner of Integris Wealth Management.
18 people are employed at Integris Wealth Management.
Integris Wealth Management is based in Monterey, California.
The NAICS codes for Integris Wealth Management are [561110, 561, 56111, 56, 5611].
The SIC codes for Integris Wealth Management are [874, 87].
Top Integris Wealth Management Employees
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Michael Leavy
Partner at Integris Wealth Management
Monterey, CA, US1 -
Alex Black
Financial Advisor at Integris Wealth Management
Scotts Valley, CA, US31 -
2
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Jessica Cutler
Senior Investment Associate at Integris Wealth Management
King City, CA, US44 -
Kay Oh
Paraplanner at Integris Wealth Management
Salinas, CA, US11 -
14
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Robert Hood
Paraplanner at Integris Wealth Management
Pacific Grove, CA, US1
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