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- Custodian
- Charles Schwab & Company · Empower · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-07-2008
- Office Locations
- 2
Office Locations
About Integral Wealth Management
Integral Wealth Management is a family-owned RIA serving families and institutions in California’s Central Valley. The team provides discretionary investment management and comprehensive financial planning, including employer-sponsored retirement plan consulting and support for advanced estate and tax strategies. Portfolios are built around risk/return goals and commonly use public funds, ETFs, and mutual funds. Strong CFP/CFA bench and frequent referrals from attorneys and accountants.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JODI ANN KARAMBELA
Advisor, President
- CRD
- #3155929
- Ownership
- 50% but less than 75%
MICHAEL THOMAS ABRAM
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #6469228
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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David E Epps
Certified Financial Planner
- CRD
- #2366540
Brooke Hill Gaither
Financial Advisor
- CRD
- #6628072
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $628,239,700 | $595,488 |
| Non-Discretionary | $45,666,992 | $992,761 |
| Total | $673,906,692 | $612,086 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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