Integris Wealth Management

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All content on this site is for information purposes only. Material presented is believed to be from reliable sources but we make no representations as to its accuracy or completeness. All information and ideas presented here should be discussed in detail with a professional advisor. The author, publisher and host are not providing legal, accounting or specific advice concerning your situation. Integris Wealth Management is a registered investment advisor with the SEC. Our Form ADV and other disclosure documents can be reviewed below.

Form ADV
Form ADV is an annual filing required by the SEC for Registered Investment Advisors that details a firm's service offering and structure. You can view this form by clicking here and typing the name of the firm you wish to view. Pay particular attention to Section 11, which denotes any disciplinary problems a firm has had and the ADV Part 2 Brochure, which is an in-depth narrative.

Code of Ethics
Our principles regarding our fiduciary responsibility. Download PDF

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