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).
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Total Assets Under Management259MILLION
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Total Number of Accounts643ACCOUNTS
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Average Account Value$402,768
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, LA, OR, TX
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.
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.
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.
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.