{
  "crd_number": 324168,
  "slug": "impact-wealth-management-sioux-falls-sd-324168",
  "primary_business_name": "IMPACT WEALTH MANAGEMENT",
  "legal_name": "IMPACT WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Sioux Falls",
  "state": "SD",
  "country": "United States",
  "cbsa_code": "43620",
  "metro": {
    "cbsa_code": "43620",
    "common_name": "Sioux Falls",
    "msa_name": "Sioux Falls, SD-MN",
    "path": "/advisors/sd/sioux-falls"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-01-18",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-07-06",
  "carried_forward": false,
  "raum_total": 103942094.0,
  "raum_discretionary": 103942094.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 44942094.0,
      "count": 90
    },
    "high_net_worth_individuals": {
      "raum": 59000000.0,
      "count": 34
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "SD"
  ],
  "websites": [
    "https://facebook.com/letsimpactwealth",
    "https://instagram.com/impactwealthmanagement",
    "https://letsimpactwealth.com",
    "https://linkedin.com/company/impact-wealth-management-llc",
    "https://youtube.com/@ImpactWealthManagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324168",
  "city_as_filed": "SIOUX FALLS",
  "url": "https://advisorcensus.com/firm/impact-wealth-management-sioux-falls-sd-324168",
  "display_name": "Impact Wealth Management",
  "summary": "Impact Wealth Management is a state-registered investment advisory firm in Sioux Falls, SD, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.",
  "citation": "AdvisorCensus. Impact Wealth Management (CRD 324168): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Impact Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Impact Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Impact Wealth Management located?",
      "a": "Impact Wealth Management's principal office is in Sioux Falls, SD, according to its Form ADV."
    },
    {
      "q": "Is Impact Wealth Management registered with the SEC or a state?",
      "a": "Impact Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324168."
    },
    {
      "q": "How much does Impact Wealth Management manage?",
      "a": "Impact Wealth Management reports $103,942,094 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Impact Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (34)."
    },
    {
      "q": "Does Impact Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324168"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/impact-wealth-management-sioux-falls-sd-324168.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 90,
      "fewer_than_5": false,
      "raum": 44942094.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 34,
      "fewer_than_5": false,
      "raum": 59000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324168",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}