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Integris Wealth Management Logo
Integris Wealth Management CB Rank
1269952
Heat Score
58
Integris Wealth Management renders financial services that include retirement advice, debt planning, insurance, and investment strategy.
Founded
obfuscation
Private Monterey, California, United States1-10 integriswealth.com/
Financial Services
Insurance
Retirement
Wealth Management
Overview

Integris Wealth Management
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
0 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Integris Wealth Management

CB Rank
1269952
Integris Wealth Management renders financial services that include retirement advice, debt planning, insurance, and investment strategy.
Founded
obfuscation
Private Monterey, California, United States1-10 integriswealth.com/
Financial Services
Insurance
Retirement
Wealth Management

Key People

Details

Legal Name Integris Wealth Management, LLC
Operating Status Active
Company Type For Profit
Founders  Gifford Lehman
Phone Number +1-831-333-1717
Contact Email info@integriswealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps individuals and families create comprehensive financial plans integrating their goals, tax, legal, and investment considerations.
Retirement Plan Services for Businesses
Services including defined contribution and defined benefit plans to help businesses manage employee retirement benefits and maximize tax advantages.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 11

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

304
17.83%
 in past month

IT Spend

$92.9KThis year, Integris Wealth Management is projected to spend $92.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Fee-Based Advisor Logo
Fee-Based Advisor
79
The Wall Street Journal Logo
The Wall Street Journal
73
Employment Projections Logo
Employment Projections
73

Active Website Tech Count

30Integris Wealth Management is actively using 30 technologies for its website, according to BuiltWith. These include Common Crawl, Viewport Meta, and  IPhone / Mobile Compatible.
Sub-Organizations
Frequently Asked Questions

Where is Integris Wealth Management's headquarters? Integris Wealth Management is located in Monterey, California, United States.Who are Integris Wealth Management's competitors? Alternatives and possible competitors to Integris Wealth Management may include HighTower Advisors, Wealth Enhancement Group, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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