IMPRINT WEALTH LLC

75 Port City Landing
Suite 110
Mount Pleasant, South Carolina 29464
Tel: (843) 834-4853

About IMPRINT WEALTH LLC

IMPRINT WEALTH LLC, formally registered with the SEC as IMPRINT WEALTH LLC. The firm was established in 07/14/2022. They have over 5 offices throughout the country.

IMPRINT WEALTH LLC is a Mount Pleasant, South Carolina based Financial Planning firm with nearly $709,092,880 assets under management, offering retirement planning & investment advisory services to 2142 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322130
SEC#	801-126084
Assets Managed by Firm	$709,092,880
No. of Clients	2142
No. of Advisors	27

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2142	$709,092,880
Individuals (other than high net worth individuals)	836	$214,537,602
High net worth individuals	247	$460,965,110
Charitable organizations	21	$1,403,325
Corporations or other businesses	59	$32,186,843

More Retirement Planning firms in Mount Pleasant, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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