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- Custodian
- Charles Schwab & Company · JP Morgan · Vanguard
- Clients
- Retail and Institutional
- Platforms
- VitalQuantum +more
- Established Date
- 03-13-2006
- Office Locations
- 4
Office Locations
About Integris Wealth Management, LLC
Integris Wealth Management is a 100% fee-only fiduciary advisory firm serving individuals and families, business owners, and nonprofits. The team delivers integrated financial planning and portfolio management—often using ETFs and mutual funds—in coordination with clients’ CPAs, attorneys, and other advisors. No commissions, kickbacks, or product affiliations, with a team-based, multi-review approach; custodians include Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL AARON LEAVY
Advisor, Chief Investment Officer
- CRD
- #2355672
- Ownership
- 25% but less than 50%
KEVIN REID MAHONEY
Advisor, Chief Compliance Officer, Chief Operating Officer
- CRD
- #2843190
- Ownership
- 25% but less than 50%
Bridge focus
Focus unison
- CRD
- #41446
- Ownership
- 16.5%
Showing 2 of 4 owners & executives
Unlock allContacts
PETER GARTH ANDRESEN
Financial Advisor
- CRD
- #1385904
ALEXANDER BRICE BLACK
--
- CRD
- #6131204
Meridian vertex
Pioneer pathway eagle
- CRD
- #27663
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,801,843 | $641,154 |
| Non-Discretionary | $11,156,973 | $413,221 |
| Total | $811,958,816 | $636,331 |
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Separately Managed Accounts
Total SMA Asset: $811,958,816
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $308,952,381 | 8.4% |
| Public Funds | $1,154,893,426 | 31.4% |
| Cash | $544,344,672 | 14.8% |
| Municipal Bonds | $757,668,935 | 20.6% |
| Private Funds | $912,145,127 | 24.8% |
| Total | $3,678,004,541 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER PRIME | FUSION VERTEX | VHGN8JW0Q | EZG | 5.13% | $85,535,410 |
| MOMENTUM PEAK VALUE | WAVE VALUE | NX3BWZXSF | OTZLB | 2.13% | $89,569,749 |
| HORIZON VECTOR MERIDIAN | VECTOR ALPHA | AUXWXE1L8 | JVIS | 11.55% | $89,732,153 |
| QUANTUM MERIDIAN | HARBOR WAVE | UCIPWTLIB | CTW | 1.52% | $8,787,922 |
| VECTOR DELTA | ELEMENT QUANTUM | 2IXDIGYSK | NZQI | 3.38% | $80,201,175 |
| VECTOR NORTH CREST | FOCUS EMBER | 0BQZFUZC6 | QHSZ | 4.05% | $62,523,829 |
| LEGACY BRIDGE ELEMENT | QUANTUM PIONEER | DR831G5AP | KOF | 8.17% | $72,547,681 |
| ZENITH OAK | HARBOR PRIME | U4VHSMYJZ | ASMI | 11.52% | $50,619,641 |