Intirety, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$96,000,000
Clients
650
Advisors
4
across 2 offices
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
Expertise
Fee options
Flat fees for financial plans typically range from $3,000 to $5,000, negotiable
$0 - $50,000: 0.45% administrative and operational costs $50,001+: 0.25% administrative and operational costs
Approximately $400 per hour for financial planning or consulting services
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
See office10900 NE 4th Street, Suite 2300
Bellevue WA 98004
Advisors at this office
2
Offices (2)
Most active in
California · Washington
Also doing business as
Intirety, LLC · Opal Wealth Strategies · Scenic Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
William I
Series 63, Series 66
Bellevue, WA
Intirety, LLC
William Ironmonger is a financial advisor with Intirety, LLC in Bellevue, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He worked at GWN Securities, Inc. from 2016 to 2020 before joining Intirety in 2020. Intirety primarily serves individual clients, offering ongoing asset management alongside financial planning and retirement rollover guidance. The firm uses a range of analytical approaches to manage portfolios consisting mainly of mutual funds, ETFs, and individual equities, and it sponsors a wrap fee program that integrates advisory, trading, and custody services.
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.
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.
Ethan M
Series 63, Series 66
Shelah, WA
Intirety, LLC
Ethan Meikle is a financial advisor at Intirety, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Intirety since 2020, following 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 in Washington. Intirety primarily serves individual clients by providing ongoing asset management and financial planning, managing portfolios composed mainly of mutual funds, ETFs, and individual equities. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide investment decisions, and it sponsors a wrap fee program that integrates advisory, trading, and custody services.
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