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Michael Thomas Abram

Integral Wealth Management

Turlock, CA

CRD 6469228

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Employer firm

Integral Wealth Management CRD 146569

$674M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Integral Wealth Management

605 E Main Street, Turlock, CA 95380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-11
CA RA APPROVED 2015-04-21
  • TX RA
    APPROVED_RES
    Since 2022-07-11
  • CA RA
    APPROVED
    Since 2015-04-21

Branch Locations

605 E Main Street, Turlock, CA 95380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integral Investment Advisors, Inc. Turlock CA 04/2015 Present
California State University, Stanislaus Turlock CA 01/2016 12/2016
  • 04/2015 → Present
    Integral Investment Advisors, Inc.
    Turlock, CA
  • 01/2016 → 12/2016
    California State University, Stanislaus
    Turlock, CA
Other Businesses

1) City of Turlock 2) Investment Related 3) 156 S Broadway, Turlock, CA 95380 4) Civil Service 5) Treasurer 6) Start Date: December 2024 7) 10 Hours A Month Devoted To Other Business 8) Manage the City of Turlock's Fixed Income Investment Portfolio

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-21
  • S65 Uniform Investment Adviser Law Examination
    2015-04-21
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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