SAN ANTONIO, TXCRD 159148Latest ADV February 6, 2026
Imperium Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated February 6, 2026, reports $265M in regulatory assets under management, 6 employees, and 795 accounts.
Assets Under Management
$265M
Employees
6
Offices
--
Total Clients
186
Primary office
SAN ANTONIO, TX
112 EAST PECAN ST., SUITE 2910, SAN ANTONIO, TX, United States
Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
105
2
HNWI
38.7%
72
3
Pension Plans
4.3%
8
4
Corporations
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of February 6, 2026
Discretionary96.3%
$255M
96% of total RAUM96.3%
Non-discretionary3.7%
$10M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$265M
Total Accounts795
10Y AUM Change+$155M (+142.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.