Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$673,906,692
Total clients
444
35% high-net worth
Total advisors
5
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
89
Average account size
$1,517,808
Integral Wealth Management is a SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), charitable organizations, and employer retirement plans, overseeing roughly $673.9 million in regulatory assets and about 444 client relationships. The firm provides discretionary investment management, standalone financial planning, and retirement plan consulting.
Portfolios are constructed with a customized, asset‑allocation driven, top‑down approach that emphasizes preservation of capital and after‑tax total return, with a tactical slant toward sectors showing long‑term growth and disciplined rebalancing. Investment decisions incorporate fundamental and technical research and, for managed accounts, consideration of a client’s tax situation and suitability profile.
The brochure lists options contracts and discusses derivatives‑related risks and also references margin interest rates in its custodian selection criteria, indicating the firm may employ derivatives and borrowing in certain separately managed accounts—practices that are less common among peers. The firm also offers exposure to digital assets and interval funds, and discloses that a firm principal serves as a municipal treasurer and that the firm acts as trustee for some client accounts, arrangements the brochure identifies and addresses as potential conflicts.
Flat fees range from $1,500 to $10,000 for Financial Planning services.
up to 1.50% annually
Fee-only: Flat fees range from $1,500 to $10,000 for Financial Planning services.
Integral Wealth Management
605 E Main Street
Turlock CA 95380, United States
Number of offices
2
California · Louisiana · Nevada · North Carolina · Oregon · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Turlock, CA
Integral Wealth Management
CFP®, Series 65
Turlock, CA
Integral Wealth Management
CFP®, Series 66
Turlock, CA
Integral Wealth Management
CFP®, Series 63, Series 66
Turlock, CA
Integral Wealth Management
CFP®, Series 63, Series 66
Turlock, CA
Integral Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")