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Michael Aaron Leavy

Integris Wealth Management, LLC

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About Michael Aaron Leavy

Michael Aaron Leavy is an investment advisor representative at Integris Wealth Management, LLC. Michael has been in the industry since 1993. Michael is a Chartered Financial Analyst. Michael specializes in providing financial planning services and portfolio management for individuals.

Firm Information

Michael Leavy 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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Michael Leavy’s Registration & Firm History

CA

01/31/2024 - Present

Integris Wealth Management, LLC (MONTEREY CA)

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Licenses & Designations

IA

Issued 05/11/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/1994

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Aaron Leavy.
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