{
  "crd_number": 139264,
  "slug": "impassioned-wealth-management-ltd-139264",
  "primary_business_name": "IMPASSIONED WEALTH MANAGEMENT LTD",
  "legal_name": "IMPASSIONED WEALTH MANAGEMENT LTD",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2010-11-18",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-01-15",
  "carried_forward": false,
  "raum_total": 18278875.0,
  "raum_discretionary": 18278875.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 3433158.0,
      "count": 26
    },
    "high_net_worth_individuals": {
      "raum": 14845717.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "OH"
  ],
  "websites": [
    "https://impassionedwealthmanagement.com",
    "https://linkedin.com/in/iwm-ltd"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139264",
  "disclosure_items": [
    {
      "item": "11.D(3)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/impassioned-wealth-management-ltd-139264",
  "display_name": "Impassioned Wealth Management Ltd",
  "summary": "Impassioned Wealth Management Ltd is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.",
  "citation": "AdvisorCensus. Impassioned Wealth Management Ltd (CRD 139264): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Impassioned Wealth Management Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Impassioned Wealth Management Ltd reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Impassioned Wealth Management Ltd registered with the SEC or a state?",
      "a": "Impassioned Wealth Management Ltd is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 139264."
    },
    {
      "q": "How much does Impassioned Wealth Management Ltd manage?",
      "a": "Impassioned Wealth Management Ltd reports $18,278,875 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Impassioned Wealth Management Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (9)."
    },
    {
      "q": "Does Impassioned Wealth Management Ltd report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139264"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/impassioned-wealth-management-ltd-139264.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 3433158.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 9,
      "fewer_than_5": false,
      "raum": 14845717.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/139264",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}