INTEGRAL INVESTMENT ADVISORS, INC.
Legal name: INTEGRAL WEALTH MANAGEMENT
CRD #146569 SEC #801-69114 TURLOCK, CA 209-633-3101
SEC Registered
Total AUM
$535.8M
Discretionary
$485.9M
Employees
7
Clients
0
Accounts
957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $535.8M | $485.9M | $49.8M | 7 | 0 |
| Nov 2024 | $497.1M | $447.5M | $49.6M | 7 | 0 |
| Aug 2024 | $497.1M | $447.5M | $49.6M | 7 | 0 |
| Jan 2024 | $259M | $226.7M | $32.3M | 5 | 0 |
| Oct 2023 | $209.9M | $174.2M | $35.7M | 5 | 0 |
| Feb 2023 | $209.9M | $174.2M | $35.7M | 5 | 0 |
| Jul 2022 | $231.3M | $187.6M | $43.7M | 3 | 3 |
| Mar 2022 | $231.3M | $187.6M | $43.7M | 3 | 3 |
| Aug 2021 | $184M | $140.1M | $43.9M | 4 | 3 |
| Feb 2021 | $184M | $140.1M | $43.9M | 4 | 3 |
| Jun 2020 | $161.1M | $118M | $43.1M | 4 | 2 |
| Mar 2020 | $161.1M | $118M | $43.1M | 4 | 2 |
| Mar 2020 | $139.8M | $51.5M | $88.3M | 4 | 0 |
| Dec 2019 | $139.8M | $51.5M | $88.3M | 4 | 0 |
| Mar 2019 | $139.8M | $51.5M | $88.3M | 4 | 0 |
| Mar 2018 | $258.2M | $79.9M | $178.3M | 11 | 0 |
| Mar 2018 | $258.2M | $79.9M | $178.3M | 11 | 0 |
| Aug 2017 | $213.5M | $53M | $160.5M | 7 | 300 |
| Feb 2017 | $213.5M | $53M | $160.5M | 7 | 300 |
| Dec 2016 | $195.1M | $50.7M | $144.4M | 15 | 300 |
| Mar 2016 | $195.1M | $50.7M | $144.4M | 15 | 300 |
| Oct 2015 | $191.4M | $48.5M | $142.9M | 13 | 200 |
| Oct 2015 | $192.4M | $39.6M | $152.8M | 13 | 200 |
| Mar 2015 | $187.7M | $29.7M | $158.1M | 6 | 200 |
| Aug 2014 | $174.7M | $36.9M | $137.8M | 6 | 200 |
| Jul 2014 | $174.7M | $36.9M | $137.8M | 6 | 200 |
| Jun 2014 | $174.7M | $36.9M | $137.8M | 6 | 200 |
| Feb 2014 | $174.7M | $36.9M | $137.8M | 6 | 200 |
| Apr 2013 | $155.7M | $35.7M | $120M | 6 | 200 |
| Mar 2013 | $155.7M | $35.7M | $120M | 6 | 200 |
| Mar 2012 | $128M | $31.8M | $96.2M | 1 | 200 |
| Nov 2011 | $85.2M | $18.2M | $67.1M | 1 | 101 |
| Apr 2011 | $85.2M | $18.2M | $67.1M | 5 | -- |
| Apr 2011 | $85.2M | $18.2M | $67.1M | 5 | -- |
DateJan 2025
Total AUM$535.8M
Discretionary$485.9M
Non-Disc.$49.8M
Employees7
Clients0
DateNov 2024
Total AUM$497.1M
Discretionary$447.5M
Non-Disc.$49.6M
Employees7
Clients0
DateAug 2024
Total AUM$497.1M
Discretionary$447.5M
Non-Disc.$49.6M
Employees7
Clients0
DateJan 2024
Total AUM$259M
Discretionary$226.7M
Non-Disc.$32.3M
Employees5
Clients0
DateOct 2023
Total AUM$209.9M
Discretionary$174.2M
Non-Disc.$35.7M
Employees5
Clients0
DateFeb 2023
Total AUM$209.9M
Discretionary$174.2M
Non-Disc.$35.7M
Employees5
Clients0
DateJul 2022
Total AUM$231.3M
Discretionary$187.6M
Non-Disc.$43.7M
Employees3
Clients3
DateMar 2022
Total AUM$231.3M
Discretionary$187.6M
Non-Disc.$43.7M
Employees3
Clients3
DateAug 2021
Total AUM$184M
Discretionary$140.1M
Non-Disc.$43.9M
Employees4
Clients3
DateFeb 2021
Total AUM$184M
Discretionary$140.1M
Non-Disc.$43.9M
Employees4
Clients3
DateJun 2020
Total AUM$161.1M
Discretionary$118M
Non-Disc.$43.1M
Employees4
Clients2
DateMar 2020
Total AUM$161.1M
Discretionary$118M
Non-Disc.$43.1M
Employees4
Clients2
DateMar 2020
Total AUM$139.8M
Discretionary$51.5M
Non-Disc.$88.3M
Employees4
Clients0
DateDec 2019
Total AUM$139.8M
Discretionary$51.5M
Non-Disc.$88.3M
Employees4
Clients0
DateMar 2019
Total AUM$139.8M
Discretionary$51.5M
Non-Disc.$88.3M
Employees4
Clients0
DateMar 2018
Total AUM$258.2M
Discretionary$79.9M
Non-Disc.$178.3M
Employees11
Clients0
DateMar 2018
Total AUM$258.2M
Discretionary$79.9M
Non-Disc.$178.3M
Employees11
Clients0
DateAug 2017
Total AUM$213.5M
Discretionary$53M
Non-Disc.$160.5M
Employees7
Clients300
DateFeb 2017
Total AUM$213.5M
Discretionary$53M
Non-Disc.$160.5M
Employees7
Clients300
DateDec 2016
Total AUM$195.1M
Discretionary$50.7M
Non-Disc.$144.4M
Employees15
Clients300
DateMar 2016
Total AUM$195.1M
Discretionary$50.7M
Non-Disc.$144.4M
Employees15
Clients300
DateOct 2015
Total AUM$191.4M
Discretionary$48.5M
Non-Disc.$142.9M
Employees13
Clients200
DateOct 2015
Total AUM$192.4M
Discretionary$39.6M
Non-Disc.$152.8M
Employees13
Clients200
DateMar 2015
Total AUM$187.7M
Discretionary$29.7M
Non-Disc.$158.1M
Employees6
Clients200
DateAug 2014
Total AUM$174.7M
Discretionary$36.9M
Non-Disc.$137.8M
Employees6
Clients200
DateJul 2014
Total AUM$174.7M
Discretionary$36.9M
Non-Disc.$137.8M
Employees6
Clients200
DateJun 2014
Total AUM$174.7M
Discretionary$36.9M
Non-Disc.$137.8M
Employees6
Clients200
DateFeb 2014
Total AUM$174.7M
Discretionary$36.9M
Non-Disc.$137.8M
Employees6
Clients200
DateApr 2013
Total AUM$155.7M
Discretionary$35.7M
Non-Disc.$120M
Employees6
Clients200
DateMar 2013
Total AUM$155.7M
Discretionary$35.7M
Non-Disc.$120M
Employees6
Clients200
DateMar 2012
Total AUM$128M
Discretionary$31.8M
Non-Disc.$96.2M
Employees1
Clients200
DateNov 2011
Total AUM$85.2M
Discretionary$18.2M
Non-Disc.$67.1M
Employees1
Clients101
DateApr 2011
Total AUM$85.2M
Discretionary$18.2M
Non-Disc.$67.1M
Employees5
Clients--
DateApr 2011
Total AUM$85.2M
Discretionary$18.2M
Non-Disc.$67.1M
Employees5
Clients--