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INTERGY PRIVATE WEALTH, LLC
CRD 315698 · SEC 801-122324
13 S. TEJON ST., SUITE 400, COLORADO SPRINGS, CO, 80903, United States
Phone
719-413-8820
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$602.6M
Discretionary AUM
$582.1M
Team
8 total employees; 3 advisory reps; 18 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 347 | $115.0M |
| High net worth individuals | 233 | $483.3M |
| Pension/profit sharing plans | 4 | $1.9M |
| Charitable organizations | 3 | $1.5M |
| Corporations/business entities | 3 | $976K |
States served
AZ, CA, CO, GA, IL, KS, KY, LA, MD, NE, NY, NC, OH, OK, PA, TN, UT, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD