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IMPRINT WEALTH LLC
CRD 322130 · SEC 801-126084
375 N SHELMORE BLVD., SUITE 2B, MOUNT PLEASANT, SC, 29464, United States
Phone
(843) 834-314-4313
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.6M
Discretionary AUM
$84.5M
Team
7 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $11.5M |
| High net worth individuals | 35 | $119.4M |
| Pension/profit sharing plans | 1 | $617K |
States served
CA, GA, NY, ND, SC, UT, TX, FL
Official SEC filing: View on IAPD