# Michael Leavy

> Michael Leavy is a fee-only financial advisor at Integris Wealth Management in Monterey, California, who holds the CFA credential. Integris Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-leavy/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Integris Wealth Management
- **Based in:** Monterey, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $812.0M across 1,276 accounts
- **Credentials:** CFA
- **CRD:** 2355672 (https://adviserinfo.sec.gov/individual/summary/2355672)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (1993)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.integriswealth.com

## Frequently asked questions

### Is Michael Leavy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

Michael's firm, Integris Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Leavy based?

Michael Leavy is based in Monterey, California.

### What credentials does Michael Leavy hold?

Michael Leavy holds the CFA credential.

### Is Michael Leavy registered with the SEC?

Yes. Michael Leavy is registered as an investment adviser representative in CA and TX (CRD 2355672), 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 Michael Leavy?

Through Michael's website, www.integriswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2355672): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.