# INTEGRIS WEALTH MANAGEMENT, LLC

INTEGRIS WEALTH MANAGEMENT, LLC of MONTEREY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111336
- Type: SEC-registered investment adviser
- SEC file number: 801-66376
- Location: 435 WASHINGTON STREET, SUITE A, MONTEREY, CA, 93940
- Phone: 831-333-1717
- Latest filing: 2026-04-15
- Regulatory AUM: $812.0M
- Discretionary AUM: $800.8M
- Non-discretionary AUM: $11.2M
- Clients: 18
- Accounts: 1,276

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Gifford Robert Lehman | MEMBER | — |
| Michael Aaron Leavy | ADVISOR/CIO | — |
| Kevin Reid Mahoney | ADVISOR/CCO/COO | — |
| Allison Mosher Barrientos | ADVISOR/CAO | — |
| Jenna Kathleen Reynolds | DIRECTOR OF OPERATIONS | — |
| LEHMAN GIFFORD ROBERT | ADVISOR; MEMBER/ADVISOR; MEMBER/CEO (+3 more) | — |
| LEAVY MICHAEL AARON | ADVISOR/CIO; MEMBER; MEMBER/ADVISOR (+2 more) | — |
| MAHONEY KEVIN REID | ADVISOR/CCO/COO; CHIEF COMPLIANCE OFFICER; MEMBER/ADVISOR/CCO (+1 more) | — |
| ROESSER DOUGLAS MCKENZIE | WEALTH MANAGER | — |
| BARRIENTOS ALLISON MOSHER | ADVISOR/CAO; MEMBER/ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111336/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111336/similar
- Related entities: https://search.stillhousedata.com/firm/111336/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111336

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.