Allison M. Barrientos

INTEGRIS WEALTH MANAGEMENT

Monterey, CA 93940

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CRD#: 6091252

Professional summary

Allison Mosher Barrientos, CFP®, who also goes by Allison Frances Barrientos, Allison Frances Mosher, is a registered financial advisor currently at INTEGRIS WEALTH MANAGEMENT, LLC located in Monterey, California.

Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Allison has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Investment Planning

Socially Responsible Investing

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Allison Frances Barrientos | Allison Frances Mosher

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allison Mosher Barrientos's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

October 17, 2012 - Present

INTEGRIS WEALTH MANAGEMENT, LLC

Office #1: 435 Washington Street Suite A, Monterey, CA 93940

RIA

CRD#: 111336

Monterey, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTEGRIS WEALTH MANAGEMENT, LLC

CRD#: 111336 / SEC#: 801-66376

RIA

Registered Investment Advisory firm - (3/13/2006 Approved)

California

Registered Investment Advisory firm - (3/20/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/17/2012)

IAR

Texas
(6/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/16/2012

Uniform Investment Adviser Law Examination

Current Firm

INTEGRIS WEALTH MANAGEMENT, LLC

CRD#: 111336 / SEC#: 801-66376

RIA

Registered Investment Advisory firm - (3/13/2006 Approved)

California

Registered Investment Advisory firm - (3/20/2006 Terminated)

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Contact information

Main Address

435 Washington Street Suite A, Monterey, CA 93940

Mailing Address

Phone number

(831) 333-1717

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRIS UPDATED ADV PART 2 (5/2/2025)

Regulatory assets under management

Total Number of Accounts	1,037
AUM (Assets Under Management)	$ 635,103,248

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Allison M. Barrientos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allison Mosher Barrientos's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRIS WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

INTEGRIS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/2012

Current Firm

INTEGRIS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRIS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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