Impactfolio LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated February 22, 2026, reports $289M in regulatory assets under management, 3 employees, and 574 accounts.
Assets Under Management
$289M
Employees
3
Offices
--
Total Clients
127
Primary office
DENVER, CO
44 COOK STREET, SUITE 100, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.0% of total clients.
Top client categories% of clientsClients
1
HNWI
78.0%
99
2
Individuals
21.3%
27
3
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$289Mas of February 22, 2026
Discretionary100.0%
$289M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$289M
Total Accounts574
10Y AUM Change+$186M (+181.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee42:1
10Y Employee Change-1 (-25.0%)
* 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.