Integral Wealth Management, based out of Turlock, CA, is a small investment advisory firm that caters to high net worth individuals. With over 180 individual clients and a total of $209,881,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office and employs five dedicated professionals, three of whom provide investment advisory services. While 401K and individual accounts constitute less than 30% of their assets under management, Integral Wealth Management possesses the expertise and capability to manage employer funds. Their investmen...