Integris Wealth Management, Llc
- Regulatory AUM
- $812M
- Discretionary
- $801M
- Clients
- 355
- Avg AUM / client
- $2.3M
- Accounts
- 1,276
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 113 | $38.8M | 4.78% |
| High net worth individuals | 231 | $761M | 93.7% |
| Pension and profit sharing plans | 6 | $8.7M | 1.07% |
| Charitable organizations | 5 | $3.7M | 0.46% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Aaron Leavy | Advisor/Cio | CFA | Jul 2004 (22y) | 25% – 50% |
| Kevin Reid Mahoney | Advisor/Cco/Coo | CFP | Jan 2009 (18y) | 10% – 25% |
| Barrientos, Allison, Mosher | Advisor/Cao | Jan 2011 (16y) | 10% – 25% | |
| Lehman, Gifford, Robert | Retired Advisor | Jun 2020 (6y) | 25% – 50% | |
| Alexander Brice Black | Registered representative | CFP | Jul 2018 (8y) | |
| Jenna Kathleen Reynolds | Registered representative | Jul 2018 (8y) | ||
| Katherine Antoinette Woolever | Registered representative | CFP | Mar 2020 (6y) | |
| Elizabeth R Gibson | Registered representative | Jan 2024 (3y) | ||
| Kay Cassie Oh | Registered representative | Apr 2024 (2y) | ||
| Jessica Lauren Cutler | Registered representative | May 2024 (2y) | ||
| Julie Olson Roth | Registered representative | CFP | Jul 2025 (1y) | |
| Peter Garth Andresen | Registered representative | Dec 2025 (1y) | ||
| Robert Easton Hood | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $734M (90% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗