INTEGRAL WEALTH MANAGEMENT

RIASEC RegisteredEst. 2008

Total AUM

$674M

Discretionary

$628M

93% of AUM

Avg account

$612K

Accounts

1,101

Employees

Advisory reps

Firm details

Headquarters: TURLOCK, California
CRD number: 146569
Registered since: May 7, 2008
Website: integral-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI79.25%
Individuals15.35%
Pension & Profit Sharing Plans3.16%
Corporations / Businesses1.72%
Charitable Organizations0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Integral Wealth Management is an independent, corporation-form registeredRIA that has been operating since 2008 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, and it charges clients on a percentage-of-AUM basis as well as through fixed fees. It is not positioned as a multi-state adviser and is not flagged as an active ESG investor. The firm's advisory menu emphasizes financial planning and discretionary portfolio management for individuals, small businesses and institutional entities; pension consulting services are also listed among its capabilities. Integral Wealth Management does not present itself as a capital allocator or related-adviser vehicle, indicating the business focuses on direct advisory relationships rather than running third-party allocation programs.