Intergy Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Intergy Private Wealth reports 590 clients. They include 347 individual clients, 233 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 96.6% ($582M across 2,246 accounts) are managed with discretion; $20.5M across 52 accounts are not. Of its clients, 1% are outside the U.S. It advised 18 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 19% |
| High-net-worth individuals | 39% | 80% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 347 | $115M | 19.1% | $331K |
| High-net-worth individuals | 233 | $483M | 80.2% | $2.07M |
| Pension and profit-sharing plans | Fewer than 5 | $1.91M | 0.3% | $477K |
| Charitable organizations | Fewer than 5 | $1.48M | 0.2% | $494K |
| Corporations and other businesses | Fewer than 5 | $976K | 0.2% | $325K |
| Total | 590 | $603M | 100% | — |
- Clients
- 347
- Regulatory AUM
- $115M
- AUM share
- 19.1%
- Avg. per client
- $331K
- Clients
- 233
- Regulatory AUM
- $483M
- AUM share
- 80.2%
- Avg. per client
- $2.07M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.91M
- AUM share
- 0.3%
- Avg. per client
- $477K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.48M
- AUM share
- 0.2%
- Avg. per client
- $494K
- Clients
- Fewer than 5
- Regulatory AUM
- $976K
- AUM share
- 0.2%
- Avg. per client
- $325K
Total
- Clients
- 590
- Regulatory AUM
- $603M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 18
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Intergy Private Wealth charges up to 1.25% a year for its Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Standalone financial planning and consulting are billed hourly, at up to $500 an hour, or as flat or annual recurring fees of up to $100,000.
Mark Perrault owns 50% to 75% of Intergy Private Wealth. The leadership team of Intergy Private Wealth includes Chief Compliance Officer Mark Perrault. It has 8 employees, 3 of them in advisory roles.
Staff
- 8 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Intergy Private Wealth, LLC
Mark Perrault
Control person · since September 2021
- Owns 50% to 75% of Intergy Private Wealth, LLC
Charles Dunn
Control person · since September 2021
Intergy Private Wealth’s regulatory assets grew 2.5× from $246M (June 2022) to $603M (March 2026); clients rose from 466 to 590 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $603M | 590 | 8 | 1 |
| Mar 2025March 2025 | $467M | 552 | 8 | 1 |
| Mar 2024March 2024 | $391M | 535 | 7 | 1 |
| Mar 2023March 2023 | $286M | 522 | 8 | 1 |
| Jun 2022June 2022 | $246M | 466 | 8 | 1 |
Besides its headquarters, Intergy Private Wealth has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 13 S. Tejon St., Suite 400, Colorado SpringsHQ
Contact and registration details
- Legal name
- Intergy Private Wealth, LLC
- Headquarters
- 13 S. Tejon St., Suite 400, Colorado Springs, CO 80903
- Website
- intergywealth.com
- Phone
- 719-413-8820
- @intergy-private-wealth
- SEC file
- 801-122324
- Founded
- 2016
- Structure
- Colorado LLC
- Fiscal year end
- December
Intergy Private Wealth’s named custodian for separately managed accounts is Charles Schwab ($554M). Intergy Private Wealth has custody of $21.8M for 53 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $554M100%
At year end, Intergy Private Wealth’s separately managed accounts were mostly in funds (80%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $433M across 147 positions; the largest are Invesco Qqq TR (19.5%), Schwab Strategic TR (9.0%) and Vanguard Tax-managed Fds (6.6%).
What the accounts hold
- Stocks13%
- Funds80%
- Bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Intergy Private Wealth have?
Intergy Private Wealth has 590 clients and manages $603 million for them, as of March 2026. They include 347 individual clients, 233 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Intergy Private Wealth offer?
Intergy Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Intergy Private Wealth charge?
Intergy Private Wealth charges up to 1.25% a year for its Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 7 October 2026
Which custodians does Intergy Private Wealth use?
Intergy Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $554M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does Intergy Private Wealth have?
Intergy Private Wealth has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Intergy Private Wealth invest in?
At the end of its last fiscal year, Intergy Private Wealth’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 4% cash and equivalents, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Intergy Private Wealth?
Intergy Private Wealth’s direct owners are Mark Perrault (50% to 75%) and Charles Dunn (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Intergy Private Wealth get paid?
Intergy Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Intergy Private Wealth?
Intergy Private Wealth’s main office is at 13 S. Tejon St., Suite 400, Colorado Springs, CO 80903. Its phone number is 719-413-8820. Its website is intergywealth.com.