Impactful Wealth Solutions

Overview

Impactful Wealth Solutions is a small, independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm serves a mix of individual and family clients as well as institutional relationships and positions itself as a capital allocator — sourcing third‑party managers and alternative strategies in addition to managing client portfolios directly. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers where appropriate. The firm operates with a flexible fee menu that includes percentage-of-AUM charges, hourly and fixed fees, subscription arrangements, and commission-based work. It also performs insurance brokerage and accounting activities, which suggests an integrated service model that blends investment advice with insurance placement and basic tax/accounting support. Impactful Wealth Solutions is not an active ESG investor and maintains a single-office, single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices