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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ABRY, REGINALD, SCOTT | I | MANAGING MEMBER | NA | Control |
| ABRY, REGINALD, SCOTT | I | MANAGING MEMBER | NA | Control |
| ABRY, REGINALD, SCOTT | I | MANAGING PARTNER | NA | Control |
| ABRY, REGINALD, SCOTT | I | MANAGING PARTNER | NA | Control |
| ABRY, REGINALD, SCOTT | I | MANAGING PARTNER | NA | Control |
| ABRY, REGINALD, SCOTT | I | MANAGING PARTNER | NA | Control |
| FLEGAL, ERIK, ROBERT | I | MANAGING PARTNER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER | NA | Control |
| MCQUAID, JOSEPH, GERARD | I | MANAGING PARTNER | NA | Control |
| Mortara, Christopher, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Mortara, Christopher, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Mortara, Christopher, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Mortara, Christopher, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Mortara, Christopher, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Mortara, Christopher, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Mortara, Christopher, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Mortara, Christopher, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FAMILY FORTUNE FINANCIAL LLC | DE | MEMBER (100% OWNER) | E | Control |
| IMPRINT HOLDINGS LLC | DE | OWNER | E | Control |
| IMPRINT HOLDINGS LLC | DE | OWNER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| IMPRINT HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| MCQUAID, JOSEPH, GERARD | I | ASCEND CONSULTING LLC | E | Control |
| ASCEND CONSULTING | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
| ASCEND CONSULTING LLC | DE | IMPRINT HOLDINGS LLC | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (7)
CA FL GA NY PA SC TX
Address
375 N SHELMORE BLVD.SUITE 2B
MOUNT PLEASANT, SC 29464
United States
Phone: (843) 834-4853