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- Custodian
- Assetmark · Charles Schwab & Company · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-02-2020
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 657 clients, or 164.3 clients per representative. That equates to $152.2K in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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The full Intirety, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM SABOE IRONMONGER
Financial Advisor, Managing Member, Partner
- CRD
- #5962615
- Ownership
- 25% but less than 50%
CHRIS MICHAEL WHEELER
Chief Compliance Officer, President
- CRD
- #5379327
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ETHAN JAMES MEIKLE
Founder
- CRD
- #6422756
SHIREEN SONIAN SHARMA
Founder
- CRD
- #6593362
Showing 2 of 4 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Intirety, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.