Integral Wealth Management

Integral Wealth Management (CRD# 146569) is a financial advisory firm headquartered in Turlock, CA. They manage $258,980,065 in 643 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
605 E Main Street, Turlock, CA 95380
https://www.linkedin.com/company/integral-wealth-management
By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    643
    ACCOUNTS
  • Average Account Value
    $402,768
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, OR, TX

Financial Advisors at Integral Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Michael Abram, financial advisor Turlock CA
Michael T. Abram
CRD#: 6469228
605 E Main Street, Turlock, CA 95380

Michael Abram (CRD# 6469228) is an Investment Advisor Representative working at Integral Wealth Management in Turlock, CA and has over 9 years of experience in the finance industry.

2
David Epps, financial advisor Modesto CA
David E. Epps
CRD#: 2366540
605 Standiford Ave Suite N, Modesto, CA 95350

David Epps (CRD# 2366540) is an Investment Advisor Representative working at Integral Wealth Management in Modesto, CA and has over 24 years of experience in the finance industry.

3
Jodi Karambela, financial advisor Turlock CA
Jodi A. Karambela
CRD#: 3155929
605 E Main Street, Turlock, CA 95380

Jodi Karambela (CRD# 3155929) is an Investment Advisor Representative working at Integral Wealth Management in Turlock, CA and has over 25 years of experience in the finance industry.

4
Mallory Sise, financial advisor Turlock CA
Mallory K. Sise
CRD#: 7618624
605 E Main Street, Turlock, CA 95380

Mallory Sise (CRD# 7618624) is an Investment Advisor Representative working at Integral Wealth Management in Turlock, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals