# Integral Wealth Management

> Integral Wealth Management is an SEC-registered investment advisory firm in Turlock, CA, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 146569
- Filed as: INTEGRAL WEALTH MANAGEMENT
- Legal name: Integral Investment Advisors, Inc.
- Also doing business as: INTEGRAL WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Turlock, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146569
- AdvisorCensus page: https://advisorcensus.com/firm/integral-wealth-management-turlock-ca-146569

## Quick answers

**How is Integral Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Integral Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Integral Wealth Management located?**
Integral Wealth Management's principal office is in Turlock, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Integral Wealth Management registered with the SEC or a state?**
Integral Wealth Management is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146569.

**How much does Integral Wealth Management manage?**
Integral Wealth Management reports $673,906,692 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (93% discretionary).

**How have Integral Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Integral Wealth Management: Regulatory assets under management: $183,992,830 in the October 2021 data and $673,906,692 in the October 2026 data, up 266%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integral Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (287); high net worth individuals (157); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Which custodians does Integral Wealth Management use?**
Integral Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Integral Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146569

**What changed in Integral Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $535,767,979 to $673,906,692 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $673,906,692
- Discretionary: $628,239,700
- Non-discretionary: $45,666,992

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 287 | $103,463,154 |
| High net worth individuals | 157 | $534,093,500 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $21,294,063 |
| Charitable organizations | 5 | $3,468,445 |
| Corporations or other businesses not listed above | 6 | $11,587,530 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2008 (18 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NC, NV, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Modesto, CA

### Websites listed on Form ADV (Item 1.I)
- 2iadvisors.com
- integral-wealth.com
- Facebook @integralwealthmanagement
- LinkedIn @integral-wealth-management
- YouTube @integral-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $183,992,830 | 4 | August 4, 2021 |
| October 2022 | $231,310,737 | 3 | July 8, 2022 |
| October 2023 | $209,880,940 | 5 | February 24, 2023 |
| October 2024 | $497,139,688 | 7 | August 13, 2024 |
| October 2025 | $535,767,979 | 7 | January 8, 2025 |
| October 2026 | $673,906,692 | 7 | March 10, 2026 |

Regulatory assets under management: $183,992,830 in the October 2021 data and $673,906,692 in the October 2026 data, up 266%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $535,767,979 to $673,906,692 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integral Wealth Management (CRD 146569): Form ADV filing data as of October 2026.