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INTEGRAL INVESTMENT ADVISORS, INC.

UUIDec5d24eb-23f7-5eb2-b33c-7d8f6c4af24d
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 146569 146569 1.0
cik 0001902826 1902826
sec_file_number 801-69114 801-69114

Profile

Websitehttps://www.youtube.com/@integral-wealth
HQ CityTURLOCK
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • INTEGRAL WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)535,767,979.0
  • RAUM (discretionary)485,924,972.0
  • Actionable assets441,318,145.0
  • Accounts957.0

Institutional Clients

  • Government AUM
  • Pension AUM6,469,763.0
  • Charitable AUM2,419,656.0
  • HNW AUM425,494,308.0

As of 2025-01-08 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.