Intergy Private Wealth, LLC
Intergy Private Wealth, LLC is an SEC-registered wealth manager in Colorado Springs, CO with $602.6M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Intergy Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315698, SEC 801-122324, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $602.6M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Colorado Springs, CO
- Employees
- 8
- Clients
- 590
- CRD
- 315698
- Ownership
- PERRAULT, MARK, ROLAND; INTERGY ASSETS, LLC; Hansen, Alexander, William; DUNN, CHARLES, B; Schaefer, Geoffrey, Thomas
How much AUM does Intergy Private Wealth, LLC have?
Intergy Private Wealth, LLC reported $602.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Intergy Private Wealth, LLC?
Disclosed owners and executives of Intergy Private Wealth, LLC include PERRAULT, MARK, ROLAND, INTERGY ASSETS, LLC, Hansen, Alexander, William, DUNN, CHARLES, B, Schaefer, Geoffrey, Thomas. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.