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Integral Wealth Management

EST. AUM
$673,906,692

CONTACTS
2

CLIENT ACCOUNTS
1,101

Firm Details

Metro area Sacramento
CRD Number 146569
Website integral-wealth.com
Client types

Overview

Integral Wealth Management, founded in 2008, is an independent investment advisory firm located in California’s Central Valley. The firm was established by Jodi, who previously worked as a Branch Manager at Charles Schwab. She later founded the firm to provide advisory services. Jodi’s son-in-law, Mike, joined the firm after earning a PhD in Mathematics from USC. The firm offers services focused on client relationships, data analysis, and risk management.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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