IMPRINT WEALTH LLC
CRD #322130 SEC #801-126084 MOUNT PLEASANT, SC (843) 834-4853
SEC Registered
Total AUM
$107.2M
Discretionary
$59.2M
Employees
7
Clients
25
Accounts
373
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $107.2M | $59.2M | $48M | 7 | 0 |
| Jul 2024 | $709.1M | $709.1M | $0 | 27 | 15 |
| Apr 2024 | $709.1M | $709.1M | $0 | 27 | 15 |
| Apr 2024 | $709.1M | $709.1M | $0 | 27 | 15 |
| Mar 2024 | $709.1M | $709.1M | $0 | 27 | 15 |
| Oct 2023 | $253.9M | $253.9M | $0 | 12 | 0 |
| Oct 2023 | $253.9M | $253.9M | $0 | 12 | 0 |
| Aug 2023 | $253.9M | $253.9M | $0 | 12 | 0 |
| Jun 2023 | $253.9M | $253.9M | $0 | 12 | 0 |
| May 2023 | $253.9M | $253.9M | $0 | 12 | 0 |
| May 2023 | $253.9M | $253.9M | $0 | 12 | 0 |
| Mar 2023 | $253.9M | $253.9M | $0 | 12 | 0 |
| Nov 2022 | $155.4M | $155.4M | $0 | 7 | 0 |
| Jul 2022 | $0 | $0 | $0 | 7 | 0 |
| Jul 2022 | $0 | $0 | $0 | 4 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$107.2M
Discretionary$59.2M
Non-Disc.$48M
Employees7
Clients0
DateJul 2024
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees27
Clients15
DateApr 2024
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees27
Clients15
DateApr 2024
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees27
Clients15
DateMar 2024
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees27
Clients15
DateOct 2023
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees12
Clients0
DateOct 2023
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees12
Clients0
DateAug 2023
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees12
Clients0
DateJun 2023
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees12
Clients0
DateMay 2023
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees12
Clients0
DateMay 2023
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees12
Clients0
DateNov 2022
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0