DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTEGRAL WEALTH MANAGEMENT

INTEGRAL INVESTMENT ADVISORS, INC., CRD 146569

TURLOCK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dbf42adf-47c8-d512-41b4-b1e811e260c8

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Nov 18, 2011 to Mar 10, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $674MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $628M
Private client RAUM: $638MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $135Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,101
Individual clients: 287
High net worth clients: 157
Custody, client assets: $0
SEC number: 801-69114
CIK: 1902826
CRD: 146569
Filings on the tape: 34
First filed: Nov 18, 2011
Latest filed: Mar 10, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JODI ANN KARAMBELA	Certified Financial Planner	TURLOCK, CA	18	27	1	no
MICHAEL THOMAS ABRAM	Chartered Financial Analyst	TURLOCK, CA	11	11	n/a	no
MALLORY KOLE SISE	Certified Financial Planner	TURLOCK, CA	3	12	n/a	no
David E Epps	Certified Financial Planner	Modesto, CA \| TURLOCK, CA	2	27	1	no
Brooke Hill Gaither	Certified Financial Planner	TURLOCK, CA	2	10	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABRAM, MICHAEL, THOMAS	VICE PRESIDENT/CHIEF COMPLIANCE OFFICER	C	yes	12/2016	Feb 14, 2017	Nov 5, 2024
KARAMBELA, JODI, ANN	President	D	yes	04/2008	Nov 18, 2011	Nov 5, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Modesto	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$674M	$628M	7	5	1	n/a	n/a
2024	Jan 8, 2025	$536M	$486M	7	5	1	n/a	n/a
2023	Jan 16, 2024	$259M	$227M	5	3	1	n/a	n/a
2022	Feb 24, 2023	$210M	$174M	5	3	0	n/a	n/a
2021	Mar 16, 2022	$231M	$188M	3	2	0	n/a	n/a
2020	Feb 3, 2021	$184M	$140M	4	2	0	n/a	n/a
2019	Mar 12, 2020	$161M	$118M	4	2	0	n/a	n/a
2018	Mar 27, 2019	$140M	$51.5M	4	2	0	n/a	n/a
2017	Mar 13, 2018	$258M	$79.9M	11	7	1	n/a	n/a
2016	Feb 14, 2017	$213M	$53.0M	7	7	n/a	n/a	n/a
2015	Mar 29, 2016	$195M	$50.7M	15	8	n/a	n/a	n/a
2014	Mar 23, 2015	$188M	$29.7M	6	6	n/a	n/a	n/a
2013	Feb 11, 2014	$175M	$36.9M	6	6	n/a	n/a	n/a
2012	Mar 12, 2013	$156M	$35.7M	6	6	n/a	n/a	n/a
2011	Mar 30, 2012	$128M	$31.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$674M	$536M	25.8%	$210M	47.5%	7	7	1	1

Relationships

Registered with (9)

← Brooke Hill GaitherAdvisorregistration: current employment
Jul 10, 2024 to presentfactForm ADV
← David E EppsAdvisorregistration: current employment
Jan 17, 2024 to presentfactForm ADV
← MALLORY KOLE SISEAdvisorregistration: current employment
Oct 3, 2022 to presentfactForm ADV
← MICHAEL THOMAS ABRAMAdvisorregistration: current employment
Apr 21, 2015 to presentfactForm ADV
← JODI ANN KARAMBELAAdvisorregistration: current employment
May 23, 2008 to presentfactForm ADV
← KRISTEN MARINOVICAdvisorregistration: previous registration
Jan 27, 2010 to Feb 25, 2019factForm ADV
← DAVID WILLIAM JACKSONAdvisorregistration: previous registration
Oct 24, 2011 to Dec 26, 2018factForm ADV
← WILLIAM LUTHER RACKLEYAdvisorregistration: previous registration
Mar 13, 2009 to Dec 21, 2018factForm ADV
← PAMELA G MILLER-GONZALESAdvisorregistration: previous registration
Jul 16, 2015 to Dec 7, 2018factForm ADV

Controls (2)

← KARAMBELA, JODI, ANNOwnerPRESIDENT, ownership code D, individual
Nov 18, 2011 to Nov 5, 2024factForm ADV
← ABRAM, MICHAEL, THOMASOwnerVICE PRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 14, 2017 to Nov 5, 2024factForm ADV

Dated events

Occurred
Mar 10, 2026
Regulatory AUM changed
Integral Wealth Management reported RAUM $673.9M, up 26% from $535.8M (2025-01-08 to 2026-03-10)
Form ADVobserved 4 days ago
$138M
Occurred
Aug 13, 2024
Regulatory AUM changed
Integral Wealth Management reported RAUM $497.1M, up 92% from $259.0M (2024-01-16 to 2024-08-13)
Form ADVobserved 4 days ago
$238M
Occurred
Mar 27, 2019
Regulatory AUM changed
Integral Wealth Management reported RAUM $139.8M, down 46% from $258.2M (2018-03-27 to 2019-03-27)
Form ADVobserved 4 days ago
$-118M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dbf42adf-47c8-d512-41b4-b1e811e260c8
First observed: Nov 18, 2011
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTEGRAL WEALTH MANAGEMENT

INTEGRAL INVESTMENT ADVISORS, INC., CRD 146569

TURLOCK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dbf42adf-47c8-d512-41b4-b1e811e260c8

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:47 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JODI ANN KARAMBELA

Certified Financial Planner

TURLOCK, CA

MICHAEL THOMAS ABRAM

Chartered Financial Analyst

TURLOCK, CA

n/a

MALLORY KOLE SISE

Certified Financial Planner

TURLOCK, CA

n/a

David E Epps

Certified Financial Planner

Modesto, CA | TURLOCK, CA

Brooke Hill Gaither

Certified Financial Planner

TURLOCK, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABRAM, MICHAEL, THOMAS

VICE PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

12/2016

Feb 14, 2017

Nov 5, 2024

KARAMBELA, JODI, ANN

President

yes

04/2008

Nov 18, 2011

Nov 5, 2024

City

State

Country

Employees

Also broker-dealer

Modesto

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$674M

$628M

n/a

2024

Jan 8, 2025

$536M

$486M

n/a

2023

Jan 16, 2024

$259M

$227M

n/a

2022

Feb 24, 2023

$210M

$174M

n/a

2021

Mar 16, 2022

$231M

$188M

n/a

2020

Feb 3, 2021

$184M

$140M

n/a

2019

Mar 12, 2020

$161M

$118M

n/a

2018

Mar 27, 2019

$140M

$51.5M

n/a

2017

Mar 13, 2018

$258M

$79.9M

n/a

2016

Feb 14, 2017

$213M

$53.0M

n/a

2015

Mar 29, 2016

$195M

$50.7M

n/a

2014

Mar 23, 2015

$188M

$29.7M

n/a

2013

Feb 11, 2014

$175M

$36.9M

n/a

2012

Mar 12, 2013

$156M

$35.7M

n/a

2011

Mar 30, 2012

$128M

$31.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$674M

$536M

25.8%

$210M

47.5%