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IMPRINT WEALTH LLC

MOUNT PLEASANT, SC · CRD 322130 · IAPD ↗ · (843) 834-314-4313

$131.6MRegulatory AUM
2Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — IMPRINT WEALTH LLC notice-filed in ND, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — IMPRINT WEALTH LLC reported RAUM down 85% ($709.1M -> $107.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — IMPRINT WEALTH LLC shrank from 18 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
May 2024 — IMPRINT WEALTH LLC notice-filed in CA, PA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — IMPRINT WEALTH LLC now reports custody of client assets ($44.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — IMPRINT WEALTH LLC crossed $500M in regulatory AUM ($253.9M -> $709.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — IMPRINT WEALTH LLC grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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