# Imperium Wealth Management, LLC

> Imperium Wealth Management, LLC is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 159148
- Filed as: IMPERIUM WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159148
- AdvisorCensus page: https://advisorcensus.com/firm/imperium-wealth-management-llc-san-antonio-tx-159148

## Quick answers

**How is Imperium Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Imperium Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Imperium Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Flat fee: $2,000 to $10,000 (financial planning and consulting services); Hourly rate: $800 an hour (financial planning and/or consulting services); Hourly rate: $200 an hour (stand-alone tax preparation, research, planning and consulting work). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Imperium Wealth Management, LLC located?**
Imperium Wealth Management, LLC's principal office is in San Antonio, TX, according to its Form ADV.

**Is Imperium Wealth Management, LLC registered with the SEC or a state?**
Imperium Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 159148.

**How much does Imperium Wealth Management, LLC manage?**
Imperium Wealth Management, LLC reports $264,570,474 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (96% discretionary).

**How have Imperium Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Imperium Wealth Management, LLC: Regulatory assets under management: $151,501,330 in the October 2021 data and $264,570,474 in the October 2026 data, up 75%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Imperium Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105); high net worth individuals (72); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Imperium Wealth Management, LLC use?**
Imperium Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Imperium Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159148

**What changed in Imperium Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $217,794,434 to $264,570,474 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Flat fee: $2,000 to $10,000 (financial planning and consulting services)

> IWM generally charges a fixed and/or hourly fee for providing financial planning and consulting services under a stand -alone engagement. These fees are negotiable, but generally range from $2,000 to $10,000 on a fixed fee basis

- Hourly rate: $800 an hour (financial planning and/or consulting services)

> IWM generally charges a fixed and/or hourly fee for providing financial planning and consulting services under a stand -alone engagement. These fees are negotiable, but generally range from $2,000 to $10,000 on a fixed fee basis and/or $800 on an hourly bas is

- Hourly rate: $200 an hour (stand-alone tax preparation, research, planning and consulting work)

> For stand-alone tax preparation, research, planning and consulting work, IWM charges an hourly fee of $200. Fees may be more or less based on the scope of work

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $264,570,474
- Discretionary: $254,763,653
- Non-discretionary: $9,806,821

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $38,233,788 |
| High net worth individuals | 72 | $215,577,512 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $9,806,821 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $952,353 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- imperiumwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $151,501,330 | 4 | March 16, 2021 |
| October 2022 | $140,983,228 | 4 | July 15, 2022 |
| October 2023 | $157,813,685 | 5 | September 6, 2023 |
| October 2024 | $181,344,252 | 5 | April 3, 2024 |
| October 2025 | $217,794,434 | 8 | March 26, 2025 |
| October 2026 | $264,570,474 | 6 | February 6, 2026 |

Regulatory assets under management: $151,501,330 in the October 2021 data and $264,570,474 in the October 2026 data, up 75%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $217,794,434 to $264,570,474 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Imperium Wealth Management, LLC (CRD 159148): Form ADV filing data as of October 2026.