Katherine Woolever
Integris Wealth Management · Monterey, California
Katherine Woolever is a fee-only financial advisor at Integris Wealth Management in Monterey, California, who holds the CFP credential. Integris Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Integris Wealth Management |
|---|---|
| Based in | Monterey, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $812.0M across 1,276 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7222347 |
| Exams passed | Series 65 (2019) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.integriswealth.com |
How Katherine's firm compares
- Integris Wealth Management's average account is about $636,000, from its Form ADV (assets managed divided by 1,276 accounts).
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Questions about Katherine
Is Katherine Woolever a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Integris Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine's firm, Integris Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katherine Woolever based?
Katherine Woolever is based in Monterey, California.
What credentials does Katherine Woolever hold?
Katherine Woolever holds the CFP credential.
Is Katherine Woolever registered with the SEC?
Yes. Katherine Woolever is registered as an investment adviser representative in CA and TX (CRD 7222347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integris Wealth Management manage?
Integris Wealth Management reports $812.0M across 1,276 accounts in assets under management.
How do I contact Katherine Woolever?
Through Katherine's website, www.integriswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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