INTEGRAL WEALTH MANAGEMENT

Legal name: INTEGRAL INVESTMENT ADVISORS, INC.

CRD 146569File 801-69114

APPROVED

Retail clients

Custody

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$673.9M

Above cohort median (national)

Discretionary AUM

$628.2M

Non-discretionary $45.7M

Clients

468

1,101 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: May 7, 2008
Principal office: 605 E MAIN STREET, TURLOCK, CA, 95380
Phone: 209-633-3101
Website: https://www.youtube.com/@integral-wealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $673.9M
Discretionary AUM: $628.2M
Non-discretionary AUM: $45.7M
Discretionary accounts: 1,055
Non-discretionary accounts: 46
Total accounts: 1,101
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$11.6M
Charitable organizations	5	$3.5M
High net worth individuals	157	$534.1M
Pension and profit sharing plans	13	$21.3M
Individuals (other than high net worth individuals)	287	$103.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.