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INTEGRAL WEALTH MANAGEMENT
INTEGRAL INVESTMENT ADVISORS, INC.
CRD 146569 · SEC 801-69114
605 E MAIN STREET, TURLOCK, CA, 95380, United States
Phone
209-633-3101
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$673.9M
Discretionary AUM
$628.2M
Team
7 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 287 | $103.5M |
| High net worth individuals | 157 | $534.1M |
| Pension/profit sharing plans | 13 | $21.3M |
| Charitable organizations | 5 | $3.5M |
| Corporations/business entities | 6 | $11.6M |
States served
CA, LA, NV, NC, OR, TX
All web addresses on file
Official SEC filing: View on IAPD