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INTEGRAL INVESTMENT ADVISORS, INC.

dba INTEGRAL WEALTH MANAGEMENT · CRD 146569 · Registered Investment Adviser

INTEGRAL INVESTMENT ADVISORS, INC. is a Registered Investment Adviser headquartered in TURLOCK, CA. The firm reports $673,906,692 in regulatory assets under management across 1,101 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$628,239,700
Non-discretionary$45,666,992
Total RAUM$673,906,692
Accounts1,101

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 146569. adviserinfo.sec.gov/firm/summary/146569.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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