LP Profile

Integral Wealth Management

Also known as integral wealth

Wealth ManagerTurlock, United StatesFounded 2008
$1.9B
Assets Under Management
Turlock
Headquarters
Investment Focus

About Integral Wealth Management

Integral Wealth Management is an authority in wealth management in the Central Valley, combining industry-leading credentials with client-centered service in a family-oriented atmosphere.

Preferred Investment Types

Early StageEarly Stage: SeedEarly Stage: Start-upGrowthVenture (General)
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Integral Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$673.9M
Total Clients
1,101
Filing Date
March 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Integral Wealth Management?

Integral Wealth Management is a wealth manager based in Turlock, United States, managing approximately $1.9B in assets.

Where is Integral Wealth Management headquartered?

Integral Wealth Management is headquartered in Turlock, United States.

How much does Integral Wealth Management manage?

Integral Wealth Management manages approximately $1.9B in assets under management.

When was Integral Wealth Management founded?

Integral Wealth Management was founded in 2008.

What does Integral Wealth Management invest in?

Integral Wealth Management focuses on Early Stage, Early Stage: Seed, Early Stage: Start-up, Growth, Venture (General).

How can I contact Integral Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Integral Wealth Management are available on LPbacked. Create a free account to access them.