SEC Form ADV · CIK 1902826

INTEGRAL WEALTH MANAGEMENT

Firm profile: Integral Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$673.9M
Assets Under Management
1,101
Total Clients
7
Employees
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Registration Details

CIK
1902826
Accession
CRD-146569
Location
TURLOCK, CA
Filing Date
March 10, 2026
AUM
$673.9M
Total Clients
1,101
Institutional Clients
18
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

INTEGRAL WEALTH MANAGEMENT is a registered investment adviser headquartered in TURLOCK, CA, managing approximately $673.9M in assets across 1,101 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.