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INTEGRAL HEALTH ASSET MANAGEMENT, LLC

NEW YORK, NY · CRD 301987 · IAPD ↗ · integralhlth.com · 201-370-2740

$1.87BRegulatory AUM
8Advisory reps
12Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — INTEGRAL HEALTH ASSET MANAGEMENT, LLC reported RAUM up 57% ($1.19B -> $1.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — INTEGRAL HEALTH ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($815.2M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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