Kay Cassie Oh
Investment adviser representative at Integris Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$812MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Integris Wealth Management, LLCFeb 2019 to now
- UnemployedJun 2017 to Feb 2019
- The Vanguard Group, Inc.Nov 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Integris Wealth Management, LLC
$812MAssets managed
355Clients
12Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6268701
- Firm CRD
- 111336