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Imperium Wealth Management, LLC

● SEC registered since 2018CRD 159148SEC# 801-112900San Antonio, TX
Export (members)
Reg. AUM
$217.8M
Employees
8
Accounts
737
Location
San Antonio, TX

Imperium Wealth Management, LLC assets under management

Imperium Wealth Management, LLC is an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2018. It reports $217.8 million in regulatory assets under management and employs 8 people.
www.imperiumwealth.comView on SEC.gov ↗

Imperium Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Christopher John Paul Holden ControlManaging Member/Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Imperium Wealth Management, LLC manage?

Imperium Wealth Management, LLC reports $217.8 million in regulatory assets under management on its Form ADV.

How many employees does Imperium Wealth Management, LLC have?

Imperium Wealth Management, LLC reports 8 employees.

Where is Imperium Wealth Management, LLC located?

Imperium Wealth Management, LLC is based in San Antonio, TX and has been SEC-registered since 2018.

Does Imperium Wealth Management, LLC disclose fund performance?

Imperium Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address112 East Pecan St., Suite 2910, San Antonio, TX 78205
Phone210-332-9533
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$210.6M
Non-discretionary$7.1M
Total (RAUM)$217.8M