Integris Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Count on Integris to be your trusted ally. 

You deserve to work with people you can trust. We uphold the highest ethical standards in each decision we make. This means we always direct our clients to their best available option, even if it means we forgo additional business.

Integris is a 100% fee-only fiduciary. We never take commissions or kickbacks. We have zero financial product affiliations, and our unique team-based approach applies several minds and sets of eyes on your financial affairs. 

Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.

Find Integris Wealth Management employees' phone numbers or email addresses

Integris Wealth Management Global Highlights

North America
27

United States Of America
27

Africa
1

South Africa
1

Integris Wealth Management's Leadership

R. A.
President & Chief Executive Officer
Mobile Phone
Email
G. L.
Retired Founding Partner. Member Of Investment Committee
Mobile Phone
Email
A. B.
Partner
Mobile Phone
Email
J. B.
Owner
Mobile Phone
Email
L. F.
Founding Member And Owner, Massage Therapist, Cosmetologist And Esthetician, Holistic Practitioner Soul Tree
Mobile Phone
Email
M. L.
Partner
Mobile Phone
Email
J. R.
Director Of Operations
Mobile Phone
Email
M. A.
Office Manager
Mobile Phone
Email

Contact profiles from Integris Wealth Management

Name

Title

Contact Info

Location

Last Update

G. L.
Retired Founding Partner. Member Of Investment Committee
Mobile Phone
Email
United StatesCalifornia
Oct 16, 2024
A. B.
Partner
Mobile Phone
Email
United StatesCalifornia
Dec 29, 2024
J. B.
Owner
Mobile Phone
Email
Oct 21, 2024
L. F.
Founding Member And Owner, Massage Therapist, Cosmetologist And Esthetician, Holistic Practitioner Soul Tree
Mobile Phone
Email
United StatesOklahoma
Oct 16, 2024
M. L.
Partner
Mobile Phone
Email
United StatesCalifornia
Dec 29, 2024
R. A.
President & Chief Executive Officer
Mobile Phone
Email
United StatesCalifornia
Oct 18, 2024
J. R.
Director Of Operations
Mobile Phone
Email
United StatesNorth Carolina
Sep 19, 2024
M. A.
Office Manager
Mobile Phone
Email
United StatesCalifornia
Oct 16, 2024
J. C.
Senior Investment Associate
Mobile Phone
Email
United StatesWisconsin
Oct 21, 2024
A. B.
Financial Advisor
Mobile Phone
Email
United StatesCalifornia
Oct 18, 2024

Frequently Asked Questions

What is Integris Wealth Management known for?

Integris Wealth Management was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 435 Washington Street, St A Monterey, California 93940 US; you can contact the main corporate office by phone at

+1-831-333-****

. Explore Integris Wealth Management's company overview page for more information.

What is Integris Wealth Management's most common email format?

Integris Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Integris Wealth Management email formats with LeadIQ.

How many employees does Integris Wealth Management have currently?

Integris Wealth Management has approximately 14 employees as of November 2023. These team members are located across 2 continents, including North AmericaAfrica.

Who are Integris Wealth Management's key employees and leadership?

As of November 2023, Integris Wealth Management's key employees include:

President & Chief Executive Officer: R. A.
Retired Founding Partner. Member Of Investment Committee: G. L.
Partner: A. B.
Owner: J. B.
Founding Member And Owner, Massage Therapist, Cosmetologist And Esthetician, Holistic Practitioner Soul Tree: L. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking