Intirety, LLC logo

Intirety, LLC

Updated today

Client assets under management

$96,000,000

Clients

650

3% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

163

Very High

Average account size

$147,692

About

Intirety advises primarily individual clients rather than high‑net‑worth households, providing ongoing asset management on a discretionary or non‑discretionary basis alongside financial planning and retirement rollover guidance. The firm manages portfolios composed mainly of mutual funds, ETFs and individual equities and offers plan‑level education for retirement plan participants.

The firm’s investment process draws on a mix of behavioral, charting, cyclical, fundamental and technical analysis to set allocations and monitor accounts, with formal reviews conducted at least annually and typically monthly or quarterly in line with client billing. Portfolios may include a range of instruments discussed in the brochure — from traditional fixed income and equity funds to alternatives, structured products, and certain volatility‑ or leverage‑linked ETFs — and the firm describes monitoring and risk controls for these exposures.

What distinguishes Intirety from many peers is that it sponsors and serves as the portfolio manager for a wrap fee program that bundles advisory, trading and custody services into a single programmatic offering. The firm also discloses that financial planning is provided at no additional cost for clients who maintain an asset management relationship, that an owner is separately licensed to sell insurance and receives commission compensation (reported as less than 5% of his time), and that it recommends custody through a single institutional provider whose services the firm uses in multiple operational and practice‑management ways.

Client services

Financial planning Portfolio management

Expertise

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting

Fee options

Fixed

Flat fees for financial plans typically range from $3,000 to $5,000, negotiable

Percentage

$0 - $50,000: 0.45% administrative and operational costs $50,001+: 0.25% administrative and operational costs

Project-based

Approximately $400 per hour for financial planning or consulting services

Other

Minimum fee: $40 annual fee Fee-only: Advisory fee generally 1.0% plus tiered administrative fees; fixed fees up to 1.45% also offered; Financial planning hourly fees approx. $400/hour; flat fees for planning $3,000 to $5,000

Main office location

Intirety, LLC

10900 Ne 4 Th Street, Suite 2300

Bellevue WA 98004, United States

Number of offices

3

Most active in

California · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William I

Series 63, Series 66

Bellevue, WA

Intirety, LLC

William Ironmonger is a financial advisor at Intirety, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at GWN Securities, Inc and Ameriprise Financial Services Inc. He has been with Intirety since 2020. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to manage portfolios that include mutual funds, ETFs, and individual equities, and it offers both discretionary and non-discretionary account services.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
user avatar

Shireen S

Series 63, Series 66

Selah, WA

Intirety, LLC

Shireen Sharma is a financial advisor at Intirety, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gwn Securities, Inc. and Axa Advisors, LLC. Sharma is also licensed to provide life, health, disability, and long-term care insurance. Intirety, LLC, operating as Opal Wealth Management & Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm manages approximately $73.6 million across several hundred household accounts using a combination of behavioral, charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary services.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
user avatar

Chris W

Series 63, Series 66

Bellevue, WA

Intirety, LLC

Chris Wheeler is a financial advisor at Intirety, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GWN Securities Inc. from 2014 to 2020. In addition to his advisory role, Wheeler is involved in the sale of fixed annuities and life insurance. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning services primarily to individual clients. The firm employs a variety of analytical approaches to portfolio construction and regularly reviews accounts to align with client objectives, managing approximately $73.6 million across several hundred households.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
user avatar

Ethan M

Series 63, Series 66

Shelah, WA

Intirety, LLC

Ethan Meikle is a financial advisor with Intirety, LLC and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including prior roles at GWN Securities, Inc. and Axa Advisors, LLC. Outside of his advisory work, he serves as an assistant track coach for the Selah School District. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to build diversified portfolios and offers both discretionary and non-discretionary services while acting as a fiduciary for retirement accounts.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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