Public Disclosures
Integris Wealth Management, LLC (Integris) is a registered investment adviser located in Monterey, CA. Integris may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Integris’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Integris’ web site on the Internet should not be construed by any consumer and/or prospective client as Integris’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Integris with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Integris’ current written disclosure statement discussing Integris’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Integris upon written request. Information regarding Integris’ registration status is also available at – www.adviserinfo.sec.gov. Integris does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Integris’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Form ADV
Form ADV is a filing required by the SEC for Registered Investment Advisors that details a firm’s service offering and structure. You can view our Form ADV filing by clicking HERE, selecting the “Firm” tab, typing “Integris Wealth Management” and clicking on “View latest Form ADV filed,” “Part 2 Brochures,” and “Part 3 Relationship Summary.”
Code of Ethics
Integris adheres to a strict Code of Ethics. Download PDF
Privacy Policy
Our policy regarding your privacy protection. Download PDF