Integral Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Turlock, CA. Its latest Form ADV filing, dated March 10, 2026, reports $674M in regulatory assets under management, 7 employees, 1 office, and 1,101 accounts.
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
287
2
HNWI
33.5%
157
3
Pension Plans
2.8%
13
4
Corporations
1.3%
6
5
Charitable
1.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$674Mas of March 10, 2026
Discretionary93.2%
$628M
93% of total RAUM93.2%
Non-discretionary6.8%
$46M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$674M
Total Accounts1,101
10Y AUM Change+$460M (+215.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee67:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.