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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-2021
- Office Locations
- 1
Office Locations
About Intergy Private Wealth, LLC
Intergy Private Wealth is a Colorado Springs RIA providing bespoke, comprehensive wealth management—financial and investment planning, portfolio construction, and coordinating tax, estate, and insurance decisions—for individuals and families, including business owners and entrepreneurs. The firm emphasizes a high-touch, relationship-driven approach supported by modern planning/reporting technology (e.g., eMoney/Black Diamond) and custodies with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CHARLES B DUNN
Financial Advisor, General Partner, Managing Member
- CRD
- #5663087
- Ownership
- 50% but less than 75%
MARK ROLAND PERRAULT
Chief Compliance Officer, Managing Member
- CRD
- #5684186
- Ownership
- 50% but less than 75%
Vector vital
Insight vector
- CRD
- #83026
- Ownership
- 37.6%
Showing 2 of 3 owners & executives
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Cole Brady Anderson
Senior Wealth Strategy Associate
- CRD
- #7027247
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $582,085,312 | $259,165 |
| Non-Discretionary | $20,533,110 | $394,868 |
| Total | $602,618,422 | $262,236 |
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Separately Managed Accounts
Total SMA Asset: $602,618,422
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $841,581,737 | 27.9% |
| Equity - Exchange | $419,282,657 | 13.9% |
| Cash | $678,694,949 | 22.5% |
| Municipal Bonds | $742,039,811 | 24.6% |
| Corporate - Investment Grade | $334,822,842 | 11.1% |
| Total | $3,016,421,996 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS CATALYST PIONEER | DELTA ELEMENT | D3HPZ4NQN | WMZB | 2.67% | $91,765,220 |
| MERIDIAN ELEMENT OPTIMA | RADIAL VALUE | TXMDNHY7V | WQV | 5.32% | $42,643,153 |
| DELTA TIMBER VITAL | MATRIX CREST | UEM0YKNZY | MCT | 3.93% | $5,722,987 |
| OPTIMA HARBOR | CAPITAL FOCUS | QR0Z09L39 | ICNT | 12.10% | $37,447,258 |
| PEAK VITAL | DELTA WAVE | C2MCL8P3I | QZP | 10.57% | $21,250,422 |
| CREST MOMENTUM | RIDGE VITAL | TN2YFCVGD | AWAY | 8.81% | $91,982,124 |
| VITAL PIONEER RIDGE | EAGLE ATLAS | 36P4PQIBX | NFWMG | 5.01% | $112,212,652 |
| VITAL CAPITAL | OPTIMA VALUE | 35PMNYYEN | ISAFH | 9.91% | $77,384,355 |