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IMPERIUM WEALTH MANAGEMENT, LLC

112 East Pecan St.
Suite 2910
San Antonio, Texas 78205
Tel: 210-332-9533

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About IMPERIUM WEALTH MANAGEMENT, LLC

IMPERIUM WEALTH MANAGEMENT, LLC, formally registered with the SEC as IMPERIUM WEALTH MANAGEMENT, LLC. The firm was established in 04/18/2018. They have over 1 offices throughout the country.

IMPERIUM WEALTH MANAGEMENT, LLC is a San Antonio, Texas based Financial Planning firm with nearly $181,344,252 assets under management, offering retirement planning & investment advisory services to 724 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159148
SEC#801-112900
Assets Managed by Firm$181,344,252
No. of Clients724
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total724$181,344,252
Individuals (other than high net worth individuals)106$39,019,560
High net worth individuals55$125,980,393
Pension and profit sharing plans8$5,904,524
Corporations or other businesses3$10,439,775

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