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Kay Cassie Oh

Integris Wealth Management, LLC

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About Kay Cassie Oh

Kay Cassie Oh is an investment advisor representative with Integris Wealth Management, LLC. Kay Cassie Oh is registered with the state of California, Oregon, and Texas. Kay Cassie Oh has been in the financial industry for over 10 years. Kay Cassie Oh's experience includes working for Vanguard Marketing Corporation and Integris Wealth Management, LLC. Kay Cassie Oh provides financial planning services to individuals and families, as well as portfolio management. Kay Cassie Oh specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Kay Oh is currently registered with Integris Wealth Management, LLC. Integris Wealth Management, LLC is a registered investment adviser based in Monterey, CA. With over $573 million in regulatory assets under management, they primarily serve high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They offer financial planning and portfolio management services for individuals.
Integris Wealth Management, LLC

435 WASHINGTON STREET

MONTEREY, CA 93940

$573.92M

Assets Under Management

25

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kay Oh’s Registration & Firm History

CA

04/30/2024 - Present

Integris Wealth Management, LLC (MONTEREY CA)

AZ

01/17/2014 - 07/13/2017

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 04/30/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kay Cassie Oh.
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