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INTEGRAL WEALTH MANAGEMENT

TURLOCK, CA · CRD 146569 · IAPD ↗ · 209-633-3101

$673.9MRegulatory AUM
5Advisory reps
7Employees
2Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — INTEGRAL WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — INTEGRAL WEALTH MANAGEMENT reported RAUM up 26% ($535.8M -> $673.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2025 — INTEGRAL WEALTH MANAGEMENT crossed $500M in regulatory AUM ($497.1M -> $535.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
September 2024 — INTEGRAL WEALTH MANAGEMENT notice-filed in NC, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
September 2024 — INTEGRAL WEALTH MANAGEMENT grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
September 2024 — INTEGRAL WEALTH MANAGEMENT reported RAUM up 92% ($259.0M -> $497.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2024 — INTEGRAL WEALTH MANAGEMENT notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — INTEGRAL WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.