Integral Wealth Management
Integral Wealth Management is an SEC-registered wealth manager in Turlock, CA with $673.9M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Integral Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146569, SEC 801-69114, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $673.9M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Turlock, CA
- Employees
- 7
- Clients
- 468
- CRD
- 146569
- Ownership
- KARAMBELA, JODI, ANN; ABRAM, MICHAEL, THOMAS
How much AUM does Integral Wealth Management have?
Integral Wealth Management reported $673.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Integral Wealth Management?
Disclosed owners and executives of Integral Wealth Management include KARAMBELA, JODI, ANN, ABRAM, MICHAEL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.