Overview
Assets Under Management: $467 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
INTERGY PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315698), INTERGY PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
INTERGY PRIVATE WEALTH, LLC is headquartered in COLORADO SPRINGS, CO.
INTERGY PRIVATE WEALTH, LLC serves 95 high-net-worth clients according to their SEC filing dated November 19, 2025. View client details ↓
According to their SEC Form ADV, INTERGY PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
INTERGY PRIVATE WEALTH, LLC manages $467 million in client assets according to their SEC filing dated November 19, 2025.
According to their SEC Form ADV, INTERGY PRIVATE WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,117
Discretionary Accounts: 2,078
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 315698
Filing ID: 2028320
Last Filing Date: 2025-11-19 13:10:51
Website: 0