David E Epps
Financial advisor at Integral Wealth Management · Turlock, CA
Last updated 2026-10-10
Claim your profileDavid E Epps is a financial advisor at Integral Wealth Management in Turlock, CA, CRD 2366540. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2003-03-26.
Registration
- CRD number
- 2366540
- Registration status
- Active
- IAPD registration
- 2003-03-26
- Industry Experience
- 23 years
- Work Experience
- 27 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
Work history
- 1999-03 to 2024-01 · Charles Schwab & Co., Inc. · Modesto, CA
- 2005-02 to 2024-01 · Charles Schwab Bank · Modesto, CA
- 2024-01 to Present · Integral Wealth Management · Turlock, CA
Current employment
- Integral Wealth Management · Turlock, CA
Integral Wealth Management
- Regulatory AUM
- $673,906,692
- Registered advisors
- 5
- Offices
- 2
- Clients per advisor
- 93.6 (Moderate)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 33.5% (Moderate)
Integral Wealth Management: advisors, services and reported ETF investments
About
David E Epps is a CFP® financial advisor at Integral Wealth Management in Turlock, CA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 23 years of industry experience and 27 years of reported work history.
Integral Wealth Management's firm-level Form ADV reports 5 advisors across 2 offices; approximately 93.6 clients per advisor, average assets per client of $1,439,972, and regulatory AUM of $673.9M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $316.5M across 90 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David E Epps personally.
Reported ETF positions
Integral Wealth Management reports 90 ETF positions worth $316.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $43M |
| QQQ — Invesco QQQ Trust, Series 1 | $18.1M |
| VIG — Vanguard Div Appreciation ETF | $17.1M |
| VUG — Vanguard Morningstar Growth ETF | $16.3M |
| BAPR — Innovator U.S. Equity Buffer ETF - April | $16M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Integral Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $944.6K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $43M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $874K | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $5.6M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Integral Wealth Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
605 E Main Street, Turlock, CA 95380
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 209-633-3101
- Website: 2iadvisors.com
- Youtube
Official record
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