Integral Wealth Management
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
FINTRXOverview
Integral Wealth Management is an independent, owner-operated registered investment adviser that began SEC registration in 2008. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and discretionary portfolio management across individuals, small businesses and institutions, plus pension consulting. Its fee arrangements combine a percentage-of-AUM model with fixed-fee engagements. Service delivery is boutique in scale but multi-faceted: the adviser provides ongoing portfolio management alongside planning work and institutional consulting. The firm does not report active ESG integration and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities22%
- State & Local Bonds12%
- Investment Grade Corp Bonds6%
- US Government Bonds2%
Contacts
3 of 5
Michael Abram
Principal & Portfolio ManagerCRD 6469228
Jodi Karambela
Founder and PresidentCRD 3155929
David Epps
Lead AdvisorCRD 2366540
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$372M in ETFs
60%
$225M
35%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $43M | 62,578 | 11.55% |
Location
Turlock, CA
Stanislaus
Location
Turlock, CA
Headquartered in Turlock, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Stanislaus
- Address
- 605 E Main St
- Time zone
- PT (UTC-8)
- Office locations
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