David E Epps
Investment adviser representative at Integral Wealth Management
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$673.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Integral Wealth ManagementJan 2024 to now
- Charles Schwab BankFeb 2005 to Jan 2024
- Charles Schwab & Co., Inc.Mar 1999 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Integral Wealth Management
Legal name: Integral Investment Advisors, Inc.
$673.9MAssets managed
468Clients
5Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2366540
- Firm CRD
- 146569