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| Happy Holidays!! thanks for using AUM13F!! |
| Imperium Wealth Management LLC
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| CRD # | 159148 |
| SEC # | 801-112900 |
| CIK # | |
| AUM | $217.8 M (2025-03-26) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 210-332-9533 |
| Address | 112 East Pecan St San Antonio, TX 78205 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 37.1 |
| (b) Individuals (high net worth individuals) | 70 | 173.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 7.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 737 | 217.8 |
| By Discretionary | ||
| Discretionary | 729 | 210.6 |
| Non-Discretionary | 8 | 7.1 |
| Total | 737 | 217.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 215.7 | |
| Total | 737 | 217.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kempner Capital Management Inc
✚
|
TX | 0.2 |
|
Marest Capital LLC
✚
|
CA | 0.2 |
|
Ipsen Advisor Group LLC
✚
|
AR | 0.2 |
|
TFP Management LLC
✚
|
IA | 0.2 |
|
Pacific Wealth Strategies Group Inc
✚
|
CA | 0.2 |
|
Richardson Wealth USA Limited
✚
|
0.2 | |
|
Kailix Advisors LLC
✚
|
FL | 0.2 |
|
Binnacle Investments Inc
✚
|
IA | 0.2 |
|
Financial Futures Limited Liability Company
✚
|
NJ | 0.2 |
|
Western Pacific Wealth Management LP
✚
|
IL | 0.2 |