Michael Leavy
Integris Wealth Management · Monterey, California
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.
Request an introduction to Michael →
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 | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2355672 |
| Exams passed | Series 65 (1993) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.integriswealth.com |
How Michael's firm compares
- Integris Wealth Management's average account is about $636,000, from its Form ADV (assets managed divided by 1,276 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
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.
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.
See something wrong? Request a correction. Read our methodology.