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| Keyboard |
| Impact Retirement Advisors LLC
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|
|---|---|
| CRD # | 330475 |
| SEC # | 801-130284 |
| CIK # | |
| AUM | 827.7 M (2026-03-30) |
| Employees | 4 (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) | 87 | 26.3 |
| (b) Individuals (high net worth individuals) | 14 | 84.3 |
| (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 | 86 | 716.6 |
| (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 | 9 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 827.7 |
| By Discretionary | ||
| Discretionary | 196 | 827.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 196 | 827.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 827.7 | |
| Total | 196 | 827.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
VA | 830.0 M |
|
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|
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IL | 826.6 M |
|
Aequitas Investment Advisors LLC
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|
MA | 826.1 M |
|
Madden Securities Corporation
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|
TX | 826.0 M |
|
Foguth Wealth Management LLC
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|
MI | 825.1 M |