# Integris Wealth Management

Integris Wealth Management is a null based in Monterey, United States.

## Overview

- **Organization type:** null
- **Headquarters:** Monterey, United States
- **Region:** North America
- **Address:** Monterey, CA, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** www.integriswealth.com
- **LinkedIn:** https://www.linkedin.com/company/integriscapital

## Regulatory record

- **CRD number:** 111336
- **SEC file number:** 801-66376
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111336

## About

Integris Wealth Management is an SEC-registered investment adviser in Monterey, CA, registered since 2006. The firm manages $812 million in assets, $801 million on a discretionary basis. It has 18 employees and 10 investment advisers.

## People

- Teresa J.W. Bailey — President & Wealth Manager

## Questions

### Who runs investment decisions at Integris Wealth Management?

Teresa J.W. Bailey, the firm's founder and President, leads the advisory and investment decision-making process. She built the firm in 1993 from a CPA background rather than a brokerage tradition. The firm operates with a lean team structure where senior advisors carry their own client relationships and tailor portfolios individually rather than through a centralized model portfolio suite.

### How does Integris handle concentrated stock positions?

The firm specializes in managing low-basis stock positions — a common need for Monterey Peninsula clients who hold long-term equity from early-stage technology exits or legacy agricultural and real estate holdings. Integris structures hedging, diversification, and charitable contribution strategies to mitigate single-stock risk without triggering unnecessary tax events. The tax-first sequencing of these strategies is central to its investment process.

### Is Integris Wealth Management affiliated with a bank or private equity platform?

No. Integris has remained independently owned since its 1993 founding. It does not have private equity backing, a trust-company charter, or a broker-dealer affiliation. This differs from many Monterey County advisory practices that sold to national consolidators or bank wealth-management divisions over the past decade.

### What investment vehicles does Integris use — direct securities, funds, or models?

Integris constructs portfolios using direct individual securities and third-party investment managers rather than a proprietary in-house fund lineup. The firm selects managers and individual positions based on each client's tax situation, liquidity needs, and existing holdings, avoiding one-size-fits-all model portfolios.

### What client profile does Integris typically serve?

The firm serves high-net-worth families, many of whom derived their wealth from real estate, agriculture, or technology on California's Central Coast. Client relationships often span decades and multiple generations, with a focus on complex trust and estate structures common among Monterey Peninsula families.

## Related profiles

- [INTEGRIS Health](https://altss.com/profile/integris-health)
- [Integritas Wealth Management](https://altss.com/profile/integritas-wealth-management)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/integris-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology