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ACCION IMPACT MANAGEMENT LLC

WASHINGTON, DC · CRD 319191 · IAPD ↗ · accion.org · 202-813-9844

$262.2MRegulatory AUM
12Advisory reps
21Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — ACCION IMPACT MANAGEMENT LLC shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — ACCION IMPACT MANAGEMENT LLC reported RAUM up 37% ($191.1M -> $261.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.