INTEGRAL INVESTMENT ADVISORS, INC.
Doing business as INTEGRAL WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$673,906,692
Discretionary
$628,239,700
Non-discretionary
$45,666,992
Firm details
- CRD number
- 146569
- SEC file number
- 801-69114
- Main office
- TURLOCK, CA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.