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⚲
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| Imprint Wealth LLC
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|
|---|---|
| CRD # | 322130 |
| SEC # | 801-126084 |
| CIK # | 0001972653 |
| AUM | $131.6 M (2026-03-31) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 8438343144313 |
| Address | 375 N Shelmore Blvd Mount Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 0.9 | ||
| Apple Inc | 0.7 | ||
| Alphabet Inc | 0.5 | ||
| Micron Technology Inc | 0.5 | ||
| Facebook Inc | 0.4 | ||
| Chevron Corp | 0.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| CrowdStrike Holdings Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 11.5 |
| (b) Individuals (high net worth individuals) | 35 | 119.4 |
| (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 | 1 | 0.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 373 | 131.6 |
| By Discretionary | ||
| Discretionary | 185 | 84.5 |
| Non-Discretionary | 188 | 47.0 |
| Total | 373 | 131.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.6 | |
| Total | 373 | 131.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001972653] |
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|---|---|---|
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NJ | 0.1 |
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Teplitz Financial Group LLC
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NJ | 0.1 |
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OR | 0.1 |
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