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| Imprint Wealth LLC
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| |
|---|---|
| CRD # | 322130 |
| SEC # | 801-126084 |
| CIK # | 0001972653 |
| AUM | $709.1 MM (2024-07-03) |
| Employees | 27 (67% Investors, 30% Brokers) |
| Phone | 843-834-4853 |
| Address | 75 Port City Landing Mount Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 836 | 214.5 |
| (b) Individuals (high net worth individuals) | 247 | 461.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 21 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 59 | 32.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,142 | 709.1 |
| By Discretionary | ||
| Discretionary | 2,142 | 709.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,142 | 709.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 709.1 | |
| Total | 2,142 | 709.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001972653] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bass and Bell Inc
✚
|
AR | 0.7 |
|
IBEX Wealth Advisors LLC
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|
NJ | 0.7 |
|
Aequitas Investment Advisors LLC
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|
MA | 0.7 |
|
Radnor Capital Management LLC
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|
PA | 0.7 |
|
Lanham Odell & Co Inc
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|
WV | 0.7 |
|
Fuller Wealth Management LLC
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|
TX | 0.7 |
|
NWK Group Inc
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|
CA | 0.7 |
|
McGuire Investment Group LLC
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|
RI | 0.7 |
|
Porter White Investment Advisors Inc
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|
AL | 0.7 |
|
Atyant Capital Management Limited
✚
|
0.7 |