IMPERIUM WEALTH MANAGEMENT, LLC

Overview

Imperium Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and registered with the SEC in 2018. The firm is owner-operated and serves both individual and family clients as well as institutional accounts. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm reports business affiliations with accounting and law firm activities, and bills clients through a mix of percentage-of-AUM fees, hourly charges and fixed fees. Investment activity emphasizes public funds and mutual funds as the primary vehicle for client portfolios, supplemented by separately managed account strategies. Imperium is not identified as an ESG-focused allocator and is not designated as a multi-state adviser under the filing. The firm exercises discretionary authority over most client assets, while retaining a modest amount of non-discretionary assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices