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Intirety, LLC

Intirety, LLC. CRD 306315

Intirety, LLC logo

CRD: 306315

Intirety, LLC

Bellevue, WA, 98004
4255050400
www.opalws.com
$100.0M Total AUM
$100.0M Disc. AUM
-- 3Y CAGR
4 Employees
657 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Assetmark · Charles Schwab & Company · Security Benefit
Clients
Retail and Institutional
Platforms
Horizon crestCrest beacon
Established Date
11-02-2020
Office Locations
3

Office Locations

10900 NE 4TH Street Suite 2300 Bellevue WA
-- Selah WA
-- Shelah WA

About Intirety, LLC

Intirety (Scenic Financial) is a virtual financial planning firm focused exclusively on Washington TRS and PERS members. The team supports retirement-income strategy, Plan 3/DCP investment guidance, and ongoing investment management, with tax planning geared to early retirement. Portfolios are primarily ETF-based, and the firm runs a free community for WA state employees navigating benefits changes.

Team overview

-- AVG AGE
$25.0M AVG AUM / ADVISOR
$152.2K AVG AUM / CLIENT
5.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Vector Wave eagle Zenith value Focus meridian

Custodian

Bridge Element Ember ridge Ridge vital

Investment Themes

Prime Value zenith Matrix Summit vector

Investment Vehicles

Frontier Momentum ember

Platform

Matrix Wave

Services

Beacon Fusion Capital pioneer Harbor Vital North Glacier Vector oak Horizon

Technology

Ember momentum Focus

Owner & Executives

WILLIAM SABOE IRONMONGER

WILLIAM SABOE IRONMONGER

Financial Advisor, Managing Member, Partner

CRD
#5962615
Ownership
25% but less than 50%
(796) 302-9275
harbor.summit@elementcapital.com
in linkedin.com/in/matrix-vital
C

CHRIS MICHAEL WHEELER

Chief Compliance Officer, President

CRD
#5379327
Ownership
25% but less than 50%
(773) 305-6678
value.foundation@crestcapital.com
in linkedin.com/in/signal-optima

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Contacts

E

ETHAN JAMES MEIKLE

Founder

CRD
#6422756
(566) 549-6867
timber.vertex@ridgecapital.com
in linkedin.com/in/optima-radial
S

SHIREEN SONIAN SHARMA

Founder

CRD
#6593362
(726) 279-9991
harbor.horizon@harborcapital.com
in linkedin.com/in/zenith-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $100,000,000 --
Non-Discretionary $0 --
Total $100,000,000 --

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Separately Managed Accounts

Total SMA Asset: $96,000,000

$96.0M Total SMA
Equity - Exchange:
23.3%
Public Funds:
27.8%
Private Funds:
21.4%
Cash:
27.5%
Asset class Assets Assets %
Equity - Exchange $1,718,302,699 23.3%
Public Funds $2,050,163,736 27.8%
Private Funds $1,578,183,595 21.4%
Cash $2,028,039,667 27.5%
Total $7,374,689,697 100.0%

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