Integris Wealth Management Employee Directory

Q: What is Integris Wealth Management known for?

Integris Wealth Management was founded in 1997. Integris Wealth Management operates in the Financial Services industry.

Q: How many employees does Integris Wealth Management have currently?

Integris Wealth Management has approximately 17 employees.

Financial ServicesUnited 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
23

United States Of America
23

Integris Wealth Management's Leadership

J. R.
Director Of Operations - Partner
Mobile Phone
Email
J. B.
Owner
Mobile Phone
Email
J. C.
Senior Investment Associate
Mobile Phone
Email
E. G.
Investment Associate
Mobile Phone
Email
T. S.
Client Service Associate
Mobile Phone
Email
E. S.
Administrative Assistant
Mobile Phone
Email
E. L.
Client Service - Investment Associate
Mobile Phone
Email

Contact profiles from Integris Wealth Management

Name

Title

Contact Info

Location

Last Update

J. R.
Director Of Operations - Partner
Mobile Phone
Email
United States
Aug 12, 2025
J. B.
Owner
Mobile Phone
Email
Oct 21, 2024
J. C.
Senior Investment Associate
Mobile Phone
Email
United StatesWisconsin
Apr 23, 2025
E. G.
Investment Associate
Mobile Phone
Email
United States
Jun 04, 2025
T. S.
Client Service Associate
Mobile Phone
Email
United States
Sep 11, 2025
E. S.
Administrative Assistant
Mobile Phone
Email
United StatesTennessee
Apr 24, 2025
E. L.
Client Service - Investment Associate
Mobile Phone
Email
United StatesMichigan
Oct 22, 2025

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 17 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, Integris Wealth Management's key employees include:

Director Of Operations - Partner: J. R.
Owner: J. B.
Senior Investment Associate: J. C.
Investment Associate: E. G.
Client Service Associate: T. S.

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