# Impact Wealth Management

> 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.

- CRD: 324168
- Filed as: IMPACT WEALTH MANAGEMENT
- Legal name: Impact Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sioux Falls, SD
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324168
- AdvisorCensus page: https://advisorcensus.com/firm/impact-wealth-management-sioux-falls-sd-324168

## Quick answers

**How is Impact Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Impact Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Impact Wealth Management located?**
Impact Wealth Management's principal office is in Sioux Falls, SD, according to its Form ADV.

**Is Impact Wealth Management registered with the SEC or a state?**
Impact Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324168.

**How much does Impact Wealth Management manage?**
Impact Wealth Management reports $103,942,094 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**What types of clients does Impact Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (34).

**Does Impact Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $103,942,094
- Discretionary: $103,942,094
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $44,942,094 |
| High net worth individuals | 34 | $59,000,000 |
| Charitable organizations | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, SD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- letsimpactwealth.com
- Facebook @letsimpactwealth
- Instagram @impactwealthmanagement
- LinkedIn @impact-wealth-management-llc
- YouTube @ImpactWealthManagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Impact Wealth Management (CRD 324168): Form ADV filing data as of October 2026.