# Imprint Wealth LLC

> Imprint Wealth LLC is an SEC-registered investment advisory firm in Mount Pleasant, SC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 322130
- Filed as: IMPRINT WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mount Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322130
- AdvisorCensus page: https://advisorcensus.com/firm/imprint-wealth-llc-mount-pleasant-sc-322130

## Quick answers

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

**What does Imprint Wealth LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Imprint Wealth LLC located?**
Imprint Wealth LLC's principal office is in Mount Pleasant, SC, according to its Form ADV.

**Is Imprint Wealth LLC registered with the SEC or a state?**
Imprint Wealth LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322130.

**How much does Imprint Wealth LLC manage?**
Imprint Wealth LLC reports $131,551,371 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (64% discretionary).

**How have Imprint Wealth LLC's assets and staff changed since 2022?**
In the Form ADV data for Imprint Wealth LLC: Regulatory assets under management: $0 in the October 2022 data and $131,551,371 in the October 2026 data. Total employees: 7 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Imprint Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (35); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Imprint Wealth 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/322130

**What changed in Imprint Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $107,185,956 to $131,551,371 (+23%). Employees performing advisory functions went from 1 to 2. Registered or notice-filed in ND, UT.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.50% to 2.00% annually based on several factors, including, but not limited to: the services offered to the Client, the complexity of the services to be provided, the level of Client assets managed by the Advisor, and/or the overall relationship with the Advisor.

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

### Regulatory assets under management (Item 5.F)
- Total: $131,551,371
- Discretionary: $84,508,103
- Non-discretionary: $47,043,268

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $11,523,138 |
| High net worth individuals | 35 | $119,411,602 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $616,631 |
| Charitable organizations | Fewer than 5 | $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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, ND, NY, SC, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 7 | July 15, 2022 |
| October 2023 | $253,948,117 | 12 | October 2, 2023 |
| October 2024 | $709,092,880 | 27 | July 3, 2024 |
| October 2025 | $107,185,956 | 7 | March 31, 2025 |
| October 2026 | $131,551,371 | 7 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $131,551,371 in the October 2026 data.
Total employees: 7 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $107,185,956 to $131,551,371 (+23%).
- Employees performing advisory functions went from 1 to 2.
- Registered or notice-filed in ND, UT.

### January 2026
- No longer registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Imprint Wealth LLC (CRD 322130): Form ADV filing data as of October 2026.