Impact Wealth Management Llc
State-registered
Wealth Manager · Small ($100M–$1B)
CRD 324168
· Sioux Falls, SD
· letsimpactwealth.com
☆ Save with Pro
ADV data as of Jul 06, 2026
- Regulatory AUM
- $104M
- Discretionary
- $104M
- Clients
- 124
- Avg AUM / client
- $838K
- Accounts
- 453
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 90 | $44.9M | 43.2% |
| High net worth individuals | 34 | $59.0M | 56.8% |
| Charitable organizations | Fewer than 5 clients | — | — |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richelle Ranae Hofer | Registered representative | Feb 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗