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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Impact Retirement Advisors LLC
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|---|---|
| CRD # | 330475 |
| SEC # | 801-130284 |
| CIK # | |
| AUM | $704.0 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 507-581-6131 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 13.7 |
| (b) Individuals (high net worth individuals) | 13 | 114.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 79 | 575.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 156 | 704.0 |
| By Discretionary | ||
| Discretionary | 156 | 704.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 156 | 704.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 704.0 | |
| Total | 156 | 704.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Regent Peak Wealth Advisors LLC
✚
|
GA | 0.7 |
|
Vestgen Investment Management LLC
✚
|
NJ | 0.7 |
|
MAIA Wealth LLC
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|
CO | 0.7 |
|
RBB Treasury LLC
✚
|
NY | 0.7 |
|
Albitz/Miloe and Associates Inc
✚
|
CA | 0.7 |
|
Convergence Financial LLC
✚
|
MO | 0.7 |
|
Matauro LLC
✚
|
NY | 0.7 |
|
Henrickson Nauta Wealth Advisors Inc
✚
|
MI | 0.7 |
|
Disciplined Investors LLC
✚
|
TX | 0.7 |
|
The Wealth Collaborative Inc
✚
|
CA | 0.7 |