# INTERGY PRIVATE WEALTH, LLC

INTERGY PRIVATE WEALTH, LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 315698
- Type: SEC-registered investment adviser
- SEC file number: 801-122324
- Location: 13 S. TEJON ST., COLORADO SPRINGS, CO, 80903
- Phone: 719-413-8820
- Latest filing: 2026-03-13
- Regulatory AUM: $602.6M
- Discretionary AUM: $582.1M
- Non-discretionary AUM: $20.5M
- Clients: 8
- Accounts: 2,298

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Mark Roland Perrault | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Charles B Dunn | MANAGING MEMBER | — |
| Geoffrey Thomas Schaefer | WEALTH ADVISOR, PARTNER | — |
| DUNN ROBERT B | MANAGING MEMBER | — |
| Hansen Alexander William | CHIEF COMPLIANCE OFFICER | — |
| PERRAULT MARK ROLAND | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315698/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315698/similar
- Related entities: https://search.stillhousedata.com/firm/315698/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315698

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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.