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INTIRETY, LLC

CRD 306315

Visit website

10900 NE 4TH STREET, SUITE 2300, BELLEVUE, WA, 98004, United States

Phone

425-505-0400

Fax

Registration

— (—)

Source

State registered

Total AUM

$100.0M

Discretionary AUM

$100.0M

Team

4 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals630$66.0M
High net worth individuals20$30.0M
Pooled investment vehicles7$4.0M

All web addresses on file

Official SEC filing: View on IAPD