IMPRINT WEALTH LLC

RIASEC RegisteredEst. 2022

Total AUM

$132M

Discretionary

$84.5M

64% of AUM

Avg account

$353K

Accounts

373

Employees

Advisory reps

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

FINTRX

Overview

Imprint Wealth LLC is an independent, SEC-registered RIA organized as an LLC and registered in 2022. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its compensation mixes asset-based fees and fixed fees, and its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. Imprint is not positioned as an ESG-focused manager, and its regulatory profile does not list multi‑state advisory status, pension consulting, or related-adviser relationships. Imprint identifies as owner‑managed with domestic ownership and maintains industry relationships with accountants and insurance companies that appear to feed into its advisory platform and referral channels.