MOUNT PLEASANT, SCCRD 322130Latest ADV March 31, 2026
Imprint Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Pleasant, SC. Its latest Form ADV filing, dated March 31, 2026, reports $132M in regulatory assets under management, 7 employees, and 373 accounts.
Assets Under Management
$132M
Employees
7
Offices
--
Total Clients
77
Primary office
MOUNT PLEASANT, SC
375 N SHELMORE BLVD., SUITE 2B, MOUNT PLEASANT, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.2% of total clients.
Top client categories% of clientsClients
1
Individuals
53.2%
41
2
HNWI
45.5%
35
3
Pension Plans
1.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of March 31, 2026
Discretionary64.2%
$85M
64% of total RAUM64.2%
Non-discretionary35.8%
$47M
36% of total RAUM35.8%
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$132M
Total Accounts373
10Y AUM Change+$132M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee11:1
10Y Employee Change+6 (+600.0%)
* 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.