INTEGRIS WEALTH MANAGEMENT, LLC of MONTEREY, CA is an SEC-registered investment adviser (CRD 111336). Regulatory assets under management: $812.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SALINAS | CA | 3 | 831-333-1717 |