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IMPERIUM WEALTH MANAGEMENT, LLC
112 East Pecan St.
Suite 2910
San Antonio, Texas 78205
Tel: 210-332-9533
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 Status | Approved |
|---|---|
| Firm CRD# | 159148 |
| SEC# | 801-112900 |
| Assets Managed by Firm | $181,344,252 |
| No. of Clients | 724 |
| No. of Advisors | 5 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 724 | $181,344,252 |
| Individuals (other than high net worth individuals) | 106 | $39,019,560 |
| High net worth individuals | 55 | $125,980,393 |
| Pension and profit sharing plans | 8 | $5,904,524 |
| Corporations or other businesses | 3 | $10,439,775 |
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