Imprint Wealth LLC
Firm details
- Headquarters
- Mount Pleasant, South Carolina
- CRD number
- 322130
- Registered since
- July 14, 2022
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.77%
- Individuals8.76%
- Pension & Profit Sharing Plans0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Imprint Wealth LLC is an independent registered investment adviser that began SEC registration in 2022. The firm is organized as an LLC and is owned by a combination of a domestic entity and an individual. It functions as a capital allocator and serves both individual and family clients as well as institutional clients. Advisory services listed by the firm include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not designated a multi-state adviser. Industry relationships noted include connections with an accountant and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3
Erik Flegal
Managing PartnerCRD 4726481
Jeffrey Smith
FounderCRD 4926961
Matthew Dailey
Director of Client ServicesCRD 8235479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 137Active vs passive
$22.5M in ETFs
22%
$5M
23%
$17.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $4.6M | 52,271 | 20.45% |
Location
Mount Pleasant, SC
Charleston
Location
Mount Pleasant, SC
Headquartered in Mount Pleasant, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 375 N Shelmore Blvd
- Time zone
- ET (UTC-5)
- Office locations
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